Blog

Follow our WealthTracker blog for interesting financial stories and articles!

Aug 62 min read

Try dreaming about retirement

Use the D.R.E.A.M. approach to build a sustainable retirement income plan.

Mar 71 min read

FollowMe™ Health Plan Follows You Into Retirement

FollowMe is a great option for those people losing their health and dental plans heading into retirement.

Jan 9, 20233 min read

10 Reasons to Rethink Joint Tenancy With Your Children

Are you considering adding your adult child onto the title of your home? Think again! Here are 10 things to think about first!

Aug 9, 20213 min read

Retirement downsizing becomes rightsizing

Thinking about downsizing now that you are retired? Perhaps you have a “guest room” in your home that hasn’t seen an actual guest in years?

Feb 3, 20213 min read

Retirement Reality Check ~

How Working with a Financial Planner helped Jim and Cindy meet their retirement goals! The roofer stepped off the extension ladder beside...

Dec 14, 20203 min read

December Review and 2021 Outlook

Things look very different this year as we start this holiday season. The number of COVID-19 cases continues to increase around the world...