What’s your RISK score? There are all types of risk in life. Certainly with investments, particularly your retirement plan, there are many types of risk to consider when reviewing performance, when the money will be needed, and the time frame you have both before needing to access funds and how long they will last once […]
You work hard for your money! If you are like many people, you won’t work for just one company for 30 plus years. Employment trends tell us that people new to the job market will change jobs at least seven times during their working career. Seven times or more – WOW! In addition to a […]
Seven Steps For A Successful Financial Retirement Plan Many people make excuses to put off planning for their futures. IRI, the Insured Retirement Institute, is committed to simplifying the process into manageable easy-to-follow steps. They want to convince Americans that a little effort now, can pay off big in the future. Here are some easy-to-remember guidelines […]
Are you a small business owner? Have you considered establishing a retirement plan for yourself as well as your employees? Or maybe you work for a small business and would like to encourage the owner to establish a retirement plan. Here are 4 key benefits that make the case for establishing a retirement plan for your business. […]
About Sara Seasholtz, CFP®
Sara Seasholtz, CFP®, shares her financial insights and wisdom helping generations of families and small businesses realize greater financial independence, enjoyment and reward.
generations of trust…decades of knowledge…since 1979