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Blog

A paper heart on a sting. There is a large tear down the middle, but it hasn't split the heart in half yet.
Mark Weiss | Jan 19, 2022

Divorce and Retirement: Here’s What You Need to Know

Retirement
Savings
While divorce may be hard on your emotional wellbeing, you shouldn’t let it impact your retirement plans.
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An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.
Mark Weiss | Dec 19, 2021

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
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Mark Weiss | Nov 19, 2021

Social Security Facts for 2022

Retirement
Even if you're not ready to retire, understanding how you benefit from Social Security can help with your retirement plans.
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An exit sign in a modern office building
Mark Weiss | Oct 19, 2021

Small Business Owner Retirement: Dealing with an Unexpected Exit

Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
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Grandmother and granddaughter knitting together
Mark Weiss | Sep 19, 2021

Retirement as a Single Woman

Retirement
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should consider.
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Woman writing in a paper planner with a pen
Mark Weiss | Aug 19, 2021

Retirement Calculator: Are You On Track to Reach Your Goals?

Retirement
Savings
Thinking about retirement and fixed-income living can be overwhelming. Here are some things to consider when planning your retirement.
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Tablet on a table with a coffee cup. On the tablet screen is several charts and graphs
Mark Weiss | Jul 19, 2021

The Basics of Keeping a Balanced Investment Portfolio

Investments
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
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Elderly man and woman laughing. The man is holding a map, and the woman is wearing a backpack. They look like they are travelling.
Mark Weiss | Jun 19, 2021

Living the Dream: How to Plan for Your Ideal Retirement

Retirement
The most important thing about retirement is doing what makes you happy. What would you do with your time if you weren’t working 40 hours every week?
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Businesswoman looking at her phone
Mark Weiss | May 19, 2021

The Pros and Cons of Investment Apps

Investments
Technology
Not all investing apps are equal, and depending on your goals it may be better to work with a financial professional instead of an algorithm.
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Mark Weiss | Mar 26, 2021

The Risk of Reverse Dollar-Cost Averaging for Retirees

What exactly is dollar-cost averaging? And how can reverse dollar-cost averaging be risky to those who live on a fixed income?
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Row of townhomes
Mark Weiss | Mar 19, 2021

Selling Your Home After Retirement: The Benefits of Downsizing

Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
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stock image
Mark Weiss | Feb 19, 2021

Should You Retire at the Same Time As Your Spouse?

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the

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Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: CA, CO, FL, GA, KY, NC, SC, TN, TX and VA, Cambridge and Wolf Creek Capital company are not affiliated.

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