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Early Retirement - Next Exit

The Retirement Mindgame

Planning on retiring early? Your perceived retirement date could have a significant impact on your financial well-being. This article provides some insights on things to consider if you are targeting an early retirement date.

Estate Planning Checklist

An Estate Planning Checklist 2018

Here’s a simple Estate Planning checklist, but do-it-yourself is not recommended. Join us on May 15, 2018 from 5:45 to 7:30 PM at the Birmingham Botanical Gardens as Lynn Campisi, J.D., LL.M, a Certified Elder Law Attorney, will be our guest speaker on Estate Planning.

Estate Planning written on a notebook by a pen and a house

The Importance of Equitable Estate Planning

Confused about how your estate planning documents should be drafted so that you have an equitable division of your assets? This article provides some insights.

Protected: Sample Event with Video

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financial disaster stock market inflation

Fear Must Not Inhibit a Financial Strategy

Worried that the stock market may bottom out and wipe out your nest egg? Having a good financial plan can help you make wise decisions about your future. Read our latest article to learn more and register for our next event.

Would You Benefit From A Financial Plan?

  We all have financial concerns, and a financial plan will bring those concerns to the surface and provide the means to address them.   A “Financial Plan” is a framework of your financial situation. It assesses where you currently stand, defines what you are trying to achieve, and provides direction to financial decisions. Financial Planning is […]

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