3 Questions Every Retirement Plan Should Answer
What creates a successful retirement plan? There are many factors that will change with your unique situation.
Life Lessons with Jenna Turner
In my 30 years of professional experience, I have picked up a few life lessons. Get to know us a little bit better as we look forward to getting to know you!
The Biggest Retirement Planning Mistakes...
Avoid potential blind spots in your financial plan and design the retirement you’ve always imagined.
Retirement is More Than a Number: It's a Transition
Retirement isn’t just about accumulating enough money—it’s about creating the life you’ve worked so hard to enjoy.
Are you Undercutting Your Efforts to retire?
Good money habits can help you save and invest for the future. Bad habits can leave you treading water financially.
Let us be your Financial "Sounding Board"
When you have financial questions or ideas, you need someone you trust to listen.
Advice From SCE Retirees
As you near retirement, you may be feeling a mixture of both nerves and a whole lot of excitement. The good news is we've helped a lot of people in your shoes and we'd like to share some of our client's best advice to you.
7 Mistakes Regarding the Distribution Phase
The distribution phase begins when we stop adding to our retirement accounts and begin to take income out of them instead. Learn about the common pitfalls people fall into as they "flip the hourglass" into their retirement years.
Fighting the Uphill Battle Toward Retirement
Retirement can be tough, support your plan for the future by following our six helpful tips.
When to Take Social Security Benefits
Americans are living longer, when is it best to start collecting?
Reasons Why People Flunk Retirement
Think about how you want to spend this next chapter of your life.
5 Years To Go
Five years left? Estimate. Four years? Budget. Three years left? Catch up. Two years? Test. One year left? Decide. How many years do you have before retirement?
