February was a challenging month for U.S. markets, as stocks sold off at the end of the month due to rising growth and geopolitical concerns.

If you’re like most people, you’ve saved for retirement in multiple ways, including employer plans and individual retirement accounts (IRAs). As you approach retirement, it may make sense to consolidate all of your savings into one account to achieve a coordinated investment plan.

Designing a financial plan combines being intentional with your money and identifying both what your financial goals are and how you are going to reach them.

How to choose a trusted advisor is a question we hear more today than in the past.  The following should help you make a better choice.