Read articles on our thoughts on different aspects of the market, the economy, or certain investment strategies, which help us convey issues and answers that should be top-of-mind for all investors.

March 31, 2022

What You Should Do When Facing a Bear Market

March 31, 2022

Cash Balance Plan Fact Sheet

February 28, 2022

How Soon Are Rate Hikes Coming?

February 24, 2022

Teaching Your Teen about Money

February 24, 2022

Market Volatility Can Stir Your Loss Aversion

February 24, 2022

How to Spring Clean Your Finances with a Financial Review

February 24, 2022

Luck of the Investor: Making Your Own Luck on St. Patrick’s Day

February 7, 2022

5 Advantages Women Financial Professionals May Have Over Their Male Counterparts

February 6, 2022

401(k) Rollover Options to Consider

February 5, 2022

3 Financial Lessons We Can Learn from Past Presidents

February 4, 2022

Home-Health-Care Factors for You to Consider

February 3, 2022

5 Valentine’s Day Gifts that Grow in Value Over Time

January 26, 2022

Empower Your Loved One: Encourage Independence

January 14, 2022

Here’s How You Can Marie Kondo Your Entire Life

January 1, 2022

Suggestions for Staying Safe Online from the IRS

Contact Us Today


In addition to retirement planning, our services include financial advising, portfolio management, and more. We at The Finance Couple want to help ensure you have an enjoyable, stress-free retirement, and we’re ready to give you the tools to help you reach your retirement goals. Our financial experts will take the time to learn your retirement goals before designing a plan to help you best reach those goals using our knowledge and experience in finance.

Call us today and let’s start planning for your retirement!