Entries by Jeff Gilbert

Ten Financial Actions to Take Before the Ball Drops!

As hard as it is to believe, 2017 is almost over! While December is often a celebratory time of the year as we enjoy the holidays and spend time with our families, it can also be overwhelming and stressful for many of us. As we get ready to say goodbye to 2017, we may realize […]

Three Unexpected Reasons Your Retirement Plan May Fail

We all desire to have a secure retirement where we can focus on our passions without having to worry about money. But according to the Employee Benefit Research Institute’s 2017 Retirement Confidence survey, 82% of American workers do not feel very confident that they will have enough money for a comfortable retirement. Along with a […]