Blog

Oh How the Years Fly By

Melissa Rainwater-Fleming, EA, NTPI Fellow

Friday, December 20, 2024

Build a life of mindfulness and intention

Haven't saved- How to start

Melissa Rainwater-Fleming, EA

Friday, March 1, 2024

How do you save when times are tough. It's just like learning to run...One step at a time

The Importance of the Plan

Jeff Augenstein, EA, NTPI Fellow

Friday, February 2, 2024

2022 and 2023 were tough years on the market. During 2023, you may have heard of the Magnificent 7 which was a group of 7 stocks that generally drove the performance of the market. Meanwhile a lot of the market was generally down so...

Older Americans Month

Jeff Augenstein, EA, NTPI Fellow

Thursday, May 4, 2023

Each May is Older Americans Month, a time to celebrate the wisdom of aging people, recognize their many contributions, and facilitate discussions related to older adults. This year’s observance coincides with the 2023 Retirement...

YOUR 4% WITHDRAWAL STRATEGY MAY NOT BE ENOUGH Get the Tax Guidance You Need to Help Live the Retirement You Desire There’s a lot of concern among industry experts about whether the popular 4% withdrawal rule can provide enough income...