The Guide to Retirement Checklist

The Guide to Retirement Checklist

The Guide to Retirement Checklist Jeffrey Haxton Certified Financial Planner™ So you’ve got that feeling that you’re close to retirement. All your years of hard work to reach the ultimate reward. But you might not be fully confident to take that next major journey in...
3 tips when meeting a financial planner

3 tips when meeting a financial planner

3 tips to get the most out of your meeting with a financial planner Jeffrey Haxton Certified Financial Planner™ As we’ve mentioned before, our firm believes it’s important to meet with a financial planner at minimal on an annual basis. As a financial planner I want to...
3 differences between an IRA & Roth IRA

3 differences between an IRA & Roth IRA

3 differences between an IRA and Roth IRA Jeffrey Haxton Certified Financial Planner™ When it comes to deciding between a traditional IRA and a Roth IRA there is no one right answer that applies to everyone. The decision comes down to a review of each person’s...
Social Security

Social Security

Social Security Jeffrey Haxton Certified Financial Planner™ A common term associated with retirement is Social Security. It is a critical piece of a comprehensive income plan during retirement. Unfortunately many people go into retirement not understanding Social...
The 411 about 401(k)s

The 411 about 401(k)s

The 411 about 401(k)s Brian Clouden – Vice President Jeffrey Haxton – Certified Financial Planner™ Only 17% of companies now offer traditional company paid pension plans. As such, the responsibility is now on you to save for retirement. A common option for...