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Matthew Gray | Sep 5, 2023

Predicting the Market: Planning for the Unexpected

Retirement
Financial Tips
Planning
Your future is too important to make decisions based on guesswork
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Matthew Gray | Aug 2, 2023

The Best Financial Plans are Created by... You!

Financial Planning

 

I learn a lot from my one-and-half-year-old son, Spencer. 

In fact, my most valuable lessons are often taken from the dinner table with him. 

Spencer

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Duke Dog
David Larson | May 24, 2023

What do the JMU Duke Dog and Financial Advisors Have in Common?

Retirement
Retirement Planning
You should always look forward to seeing your advisor, and he or she should make you excited about your financial future. Both the Duke Dog and great financial
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Retirement Grandparents with Grandchild on Beach
Matthew Gray | Jan 6, 2023

The 3 Most Important Factors in Deciding When to Retire

Retirement
Retirement Planning
While there is no crystal ball to know for sure, there are principles which can be applied to your specific circumstances to see how much you can safely afford
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Frustrated worker with headache
Matthew Gray | Dec 9, 2022

Small Financial Mistakes - Big Results

Financial Planning
We often wonder why we let preventable mistakes continue to happen. Here’s a few thoughts as to how we can stop the cycle!
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Financial advisor with clients discussing paperwork
David Larson | Nov 22, 2022

It Doesn’t Hurt to Ask!

Retirement Planning
Investing


 

“We can’t find anywhere to sit!”

The family was hungry for the buffet breakfast that awaited us in a Washington DC Marriott one chilly fall morning

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How to Retire from a Large Corporation graphic
David Larson | Nov 22, 2022

How to Retire from a Large Corporation # 13: Organizing Investments by Tax Status

Retirement Planning
Investing

 

This blog is the 13th in a series, “How to Retire from a Large Corporation” and is designed to accompany an e-book by the same name.

Previously, we have

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When Should You Retire #12 Benefits of Rollovers Graphic
David Larson | Nov 21, 2022

How to Retire from a Large Corporation #12: Benefits of Rollovers

Retirement Planning
Investments
Investing

Are you like many people we know in Harrisonburg and Rockingham County who are excited about their retirement years, but are overwhelmed by the complexity and

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When Should You Retire #11 Pension Strategies Graphic
David Larson | Nov 14, 2022

How to Retire from a Large Corporation #11: Pension Strategies with Life Insurance

Retirement Planning

Are you like many people we know in Harrisonburg and Rockingham County who are excited about their retirement years, but are overwhelmed by the complexity and

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When Should You Retire #10 Pension Apples and Oranges Graphic
David Larson | Nov 7, 2022

How to Retire from a Large Corporation #10: Pension Apples and Oranges

Retirement Planning

Are you like many people we know in Harrisonburg and Rockingham County who are excited about their retirement years, but are overwhelmed by the complexity and

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When Should You Retire #9 Pension Rate of Return Graphic
David Larson | Oct 31, 2022

How to Retire from a Large Corporation #9: Pension Rate of Return

Retirement Planning

Are you like many people we know in Harrisonburg and Rockingham County who are excited about their retirement years, but are overwhelmed by the complexity and

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When Should You Retire #8 Pension PLOP Graphic
David Larson | Oct 24, 2022

How to Retire from a Large Corporation #8: Pension PLOP and Leveling Options

Retirement Planning

Are you like many people we know in Harrisonburg and Rockingham County who are excited about their retirement years, but are overwhelmed by the complexity and

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