Eric Nelson 2/25/2021 An early retirement sounds like a dream come true. You may be asking yourself is it possible for me? In this article we’ll take a look at some of the challenges and you how can retire early. Experts suggest that you can retire earlier than your peers and enjoy decades of financial […]

Investing for Retirement Needs, Wants, and Wishes Eric Nelson December 9, 2020 When it comes to creating a retirement plan, it’s easy to get overwhelmed. Considering what goals you would like to tackle first can be complicated at any time of life. Like many aspects of life, when creating a retirement plan it is essential […]

Will the Election Tank the Market? QUICK SUMMARY OF ISSUE 2020 has been wild, to say the least. And the upcoming election could be one of the most divisive races we’ve ever seen. Add a pandemic, confusing market trends, and it’s no wonder people are worried. But let’s trade panic for perspective. Here are three […]

Exit Planning for Business Owners Some owners dream of selling their business someday for a lucrative payout.  Others want to leave the business to their children and keep it in the family.  There are also those who don’t know what they want to do. No matter what each business owner says they want to do … most […]

Beneficiary Designations When’s the last time you checked your IRA’s beneficiary designation? If you’re like most people, it’s been a while. Many people name a beneficiary when they open a retirement account. Most NEVER revisit their choices. Due to the SECURE ACT the beneficiary designation of your retirement accounts are more important than ever. But […]


SECURE Act With a Happy New Year come new tax laws… Well, in 2020 they did! You have probably seen the news that the SECURE Act (which stands for Setting Every Community Up for Retirement Enhancement) was signed into law on December 20, 2019. The goal of the new law is to take steps towards […]

Avoid the healthcare cost roller-coaster with an HSA Fidelity Investments has some tough news for soon-to-be retirees. A recent study showed that healthcare expenses for a healthy 65-year old couple over the course of their retirement can get to $280,000 or even higher.  That’s a scary number. It’s not surprising that healthcare costs are one of […]