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Stocks Climb Fifth Consecutive Month

Listen to a quick, 3-minute summary featuring the market and economic news for the month of July. Katharine E.W. Dudley, AIF®


Your Tax-Savvy Withdrawal Strategy in Retirement

You’ve spent many years saving for your retirement. When it’s time to start withdrawing from these investment assets, do you have a tax-smart strategy? After decades of working, many look forward to their retirement years and their newfound flexibility. Yet transitioning from receiving a paycheck to relying on retirement savings can be challenging. Having a…

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Financial Wisdom Newsletter

Read our quarterly newsletter for the latest on the market as well as everyday tips on investing and saving for retirement to make smarter financial decisions. 


Unexpected Expenses: Don’t Let These Derail Your Retirement Journey

When preparing for retirement, most individuals plan to save enough money to cover routine living expenses. However, it’s also important to factor in unexpected or less obvious expenses. Here are a Few Commonly Overlooked Expenses to Consider: Increased Leisure Activities – The first year of retirement can be exciting. Your time is yours—you can now…

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