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National “Make a Will” Month

National “Make a Will” Month

“Where there’s a will, there’s a way.” Sage advice that applies not only to our lives but to your estate strategy. When was the last time you reviewed your will or estate strategy? August is National “Make a Will” Month. This is an...
Getting (Mentally) Ready to Retire

Getting (Mentally) Ready to Retire

Even those who have saved millions must prepare for a lifestyle adjustment.   A successful retirement is not merely measured in financial terms. Even those who retire with small fortunes can face boredom or depression and the fear of drawing down their savings...
Sun and Sleet with Andrew Cochran, CFP®

Sun and Sleet with Andrew Cochran, CFP®

Andrew Cochran, CFP® provides comprehensive financial advice to couples and individuals.He understands that people don’t always have the time to efficiently manage their own financial future. He enjoys working closely with them to get their “financial house” in order....
What Do We Know About Bear Markets?

What Do We Know About Bear Markets?

Yesterday, we saw the first half of the year come to a close. And it’s been an ugly one for the markets. On June 13th, the S&P 500 closed in bear market territory (defined as a 20% decline from its previous high) and the index ended the month down 19.96% since the...