The decision to claim Social Security is multifaceted and should be made with careful consideration of your individual circumstances, financial needs, and long-term retirement goals. We are here to help walk you through that process.

Alexander Hamilton said, “I have thought it my duty to exhibit things as they are, not as they ought to be.” So often, we paint our perspective of past, current, and future events with what ought to be that we miss what *is*. Keeping a level head and focusing on the long-term is a surefire way to improve your outcomes.

I just participated in my 20th annual fantasy baseball draft over the weekend. Talk about an intro that puts people to sleep! Don’t worry, I won’t bore you with the details of my picks (I’ve found that nobody cares). However, I can’t help but notice the investing principles contained in the process of selecting the players for my team. Here are the top three takeaways from the weekend.

There are many vehicles for saving money, but few are as flexible as a Roth IRA. One can have retirement savings, emergency money, and college savings in one convenient place.