Month: March 2019



What to do when you are dealt the early retirement card.

While most people dream of retiring at age 65 or even earlier, sometimes people are dealt the card of retiring before they are ready to.  This article explores the issues of leaving the workforce before you planned to.  It looks at issues such as the cost of health care which in a lot of cases is the first or second largest expense during retirement.  It always talks about taking a hard look at your savings.  Most Americans will need about 70% to 80% of their working income to cover each year of retirement.  Social Security will fund about 40% of that amount leaving a large gap to fill. 03.26.19

5 NCAA Tournament Bracket Busters

March Madness is here and games start up on Wednesday.  There are over 100 million entries on a yearly basis and nobody ever gets a perfect bracket.  There have been some years where a person had had a perfect bracket through the Sweet 16 but there luck ended soon after that.  The reason this is so hard is that there is always at least one or two “Cinderella” teams.  In 2018 it was Loyola of Chicago.  We all remember Sister Jean last year when the cameras went to her after every made basket.  This article takes a look a little deeper than the normal 5 versus 12 seed upset.  This article gives 5 possible teams to consider for these upsets as well as a few honorable mentions.  Good luck !!! 03.18.19

Stop falling for these 4 traps

A lot of our family, friends and clients love to travel and we found this article that may help when you are booking airfare for your next trip.  Airfare tends to rise by approximately $229 per round trip once summer arrives and this article looks at 4 myths when booking your airfare.  The first myth is centered around convenience.  Most people think that adding layovers to their flight will save them money when in fact there are a lot of direct flights available that are cheaper than flights with layovers.  The remaining 3 myths are centered around when to book your flight or travel.  Believe it or not, booking too early could actually cost you money.  We hope this article helps you with booking your next trip. 03.13.19

$1.5 Billion Lottery Winner

Well it finally happened 5 months later – somebody came forward in South Carolina with the winning $1.5 Billion Mega Millions ticket.  Imagine this – they remained anonymous!!  This was the second largest jackpot in U.S. lottery history and has a one-time payment of nearly $878 Million.  The other beneficiaries of this lottery win are the convenience store that sold the ticket – they will get $50,000 and the State of South Carolina will receive $61 Million.  Not a bad haul for a lottery ticket. 03.05.19