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Blog

Mark Guilliatt | Mar 22, 2021

Selling Your Home After Retirement: The Benefits of Downsizing

Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
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Mark Guilliatt | Mar 15, 2021

Explaining the Benefits of a 401(k) to Young Adults Entering the Workforce

If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to open up a 401(k) through their new

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Mark Guilliatt | Mar 8, 2021

The Risk of Reverse Dollar-Cost Averaging for Retirees

What exactly is dollar-cost averaging? And how can reverse dollar-cost averaging be risky to those who live on a fixed income?
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Mark Guilliatt | Mar 1, 2021

Common Investor Biases and How They Can Impact Your Finances

No matter how you invest, you may have biases that are impacting your decisions. Are you affected by one of these common biases?
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Mark Guilliatt | Feb 22, 2021

Should You Retire at the Same Time As Your Spouse?

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the

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Mark Guilliatt | Feb 16, 2021

Financial Management for Couples: When a Spender and a Saver Fall in Love

Relationships can be filled with tricky financial situations. Here are some tips on navigating money management as a team.
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Mark Guilliatt | Feb 13, 2018

5 Key Question’s Baby Boomers Must Ask Before They Retire: Q5: Where will I get health insurance?

5) Where will I get health insurance? Medicare is available at age 65. Those eligible for Medicare can opt for Medicare Advantage plans or a supplemental

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Mark Guilliatt | Feb 13, 2018

5 Key Question’s Baby Boomers Must Ask Before They Retire: Q4: When is my spouse planning to retire?

4) When is my spouse planning to retire? A spouse with a shorter work history (e.g., 20 or 25 years) can realize a bigger increase in Social Security benefits

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