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Nearing Retirement? Steps to Take for a Confident Transition

All of us dream of a confident retirement. For some, the first thing that comes to mind when imagining retirement is simply relaxing. And while ...

Helping Your Aging Parents Get Organized and Age in Place

As people advance in age there are necessary steps to take to help them unburden the physical demands of getting around. Helping aging parents organize ...

How Do You Define Financial Success?

When it comes to happiness, success is often synonymous. But what, exactly, does that mean to you? If we see a person who is successful, ...

Michael Andersen Featured in Kiplinger | Retirement Milestones You Can’t Afford to Miss

You probably know the significance of age 65 (Medicare!). But how about age 50? Or age 59½? Or 62? These are just a few of ...

Are You Prepared for a Financial Emergency?

Throughout our lives we are faced with unplanned events that can have a lasting impact on your finances if you haven’t planned in advance for ...

Simple Things You Can Do to Protect Yourself from Cyber Threats

With the recent cyber threats that impacted businesses and individuals it is a reminder that technology is exponentially expanding and proliferating our personal and professional ...

Retirement Planning: Five Steps for Peace of Mind

When it comes to planning for retirement, peace of mind and relaxation are not the first emotions that come to mind. Though it is peace ...

Invest in Your Children’s Financial Education to Give Them a Head Start on Good Money Habits

Parents look to raise their children to become responsible adults and capable of making prudent decisions throughout their lives. But for many children, lessons in ...