Latest Articles

5 must-do’s to start with for retirement success

Michael Woloshin, Investment Adviser Representative, and Woloshin Investment Management •
Kiplinger

There’s no direct path to retirement. Everyone has a different idea of the perfect age to stop working. Everyone has a different amount of money they think they’ll need to live comfortably. And everyone has a different plan for what they want to do when they don’t have to go to work anymore. Some want

Read More...


5 ways your camping budget can go up in flames

Holly Johnson •
The Simple Dollar

Camping, in its rawest form, is one of the most frugal vacation options in the world. All you really need is a tent (or some other shelter), something to sleep in or on, basic supplies for cooking and eating, and the means to start and maintain a fire. Beyond those essential furnishings and skills, everything

Read More...


Top 3 ways to cut back on impulse buying

Arlington Capital Management, Investment Adviser Representative, Justin J. Kumar, and Senior Portfolio Manager •
Kiplinger

Marketing, advertising and public relations mavens rely on the impulses of the consumer to lay down hard-earned money as quickly as possible. It is always nice to take the keys to a new car, brag to your friends about the latest set of golf clubs, show off that new dress or bracelet and realize aspirations

Read More...


3 ways to invest like a millionaire

Kiplinger.com, Contributing Writer, and Dan Burrows •
Kiplinger

Most millionaires aren’t born rich. During his three decades researching the wealthy, Thomas J. Stanley, co-author of “The Millionaire Next Door,” consistently found that between 80% and 85% of all millionaires are self-made. Some earned their fortunes through hard work; others, by saving aggressively. Many amassed wealth by investing wisely. Indeed, a study by Spectrem

Read More...


Debunking the top 5 retire-myths

ChFC, president, Swofford Financial, PhD, Clu, and Ali Swofford •
Kiplinger

After 35 or 40 years of paychecks, you might be counting the days before you can leave your job for good. However, your idea of what lies ahead in retirement years may be far different from reality. You need to be prepared for the fact that life as a retiree may not follow the script

Read More...