What’s the Difference Between Custom Allocation and a ‘Cookie Cutter’ Plan?
By:
David Herman
Sep 05, 2024
Many people take a simple approach to retirement and invest in a basic, age-based fund. They plan to withdraw Social Security benefits as early as[...]
Six Ways to Stress Test Your Retirement Plan
Aug 30, 2024
Recent announcements reported by CNBC concerned some of our clients and friends. We were again reminded how critical it is to ensure your retirement[...]
Scarborough Capital Management Celebrates 35 Years
Aug 28, 2024
Scarborough Capital Management proudly marks its 35th anniversary, celebrating three and a half decades of commitment to providing accessible and[...]
A Retirement Planning Checklist: 5 Steps to Prepare for Retirement
By:
Ian Arrowsmith
Aug 13, 2024
When can we retire? Will I outlive my money in retirement? What should we be doing now to retire in the next couple of years? We hear these questions[...]
Is it Worth it to Hire a Financial Advisor?
Jun 26, 2024
When people think of financial planning, their focus is on saving money and planning for the future, which is great. But it gets them to think, “Do I[...]
How to Become a Retirement Plan Millionaire – The Number is Increasing
By:
Shawn J. Walker
Jun 12, 2024
Who doesn’t want to be a millionaire someday? The problem is, that many people think the only way they’ll ever have a seven-figure bank balance is to[...]
Who Needs a Financial Advisor?
By:
Jay Sprinkel
Jun 04, 2024
We may seem biased, but many people can benefit from working with a financial advisor. A comprehensive financial plan is devised to help you plan for[...]
14 questions for joining finances with your significant other
By:
David Sizemore
Apr 29, 2024
Much like figuring out where you’ll eventually settle or if children or pets are in your future, determining if, how, or when you’ll merge your[...]
