by Gary Raetz | Aug 19, 2014 | Miscellaneous
Recent graduates have a lot on their minds: moving, finding a job and the looming repayment of school loans. Retirement is typically low on the list of priorities, but ignoring the issue entirely can literally cost young professionals hundreds of thousands of dollars....
by Gary Raetz | Aug 12, 2014 | Miscellaneous
By Jason Kay for FedSmith For those who entered covered service with the United States Government on or after January 1st, 1984, retirement benefits are referred to as FERS (Federal Employees Retirement System). FERS is a complex system and much depends on an...
by Gary Raetz | Jul 10, 2014 | Miscellaneous
There are times in our lives when we realize the importance of what we do and how good it feels to be able to helps our clients. Our very own Thomas Raetz, knows this feeling first-hand. Thomas has seen how a chronic illness can adversely affect a family’s financial...
by Gary Raetz | May 19, 2014 | Miscellaneous
Have you thought about the consequences living a long life will have on your family? Although everyone’s situation is unique, I can only imagine there are millions of individuals who are concerned with aging. Either an aging parent or how they themselves are aging. ...
by Gary Raetz | Apr 16, 2014 | Miscellaneous
Everyone has heard the phrase “Life Events” but do you really know what they are? A life event can be explained as an important change, they include: You move You get married You divorce Your child reaches age 26 You reach age 65 Your spouse dies Your former spouse...
by Gary Raetz | Apr 16, 2014 | Miscellaneous
By Rhiannon Williamson Future financial success is not a guarantee that any one of us can rely upon, no matter how wealthy we are now or intend to become. There are however five future proofing financial steps that we can take to protect our current financial status,...
