October 2, 2023

Financial planning is a lifelong process, not a one-time event. When you engage in a relationship with a financial advisor, how do you know they

By Dayna Smith  When it comes to financial readiness for retirement, few things are as important as planning for your healthcare needs. And a large

Navigating the financial landscape can feel like a maze, with pitfalls and challenges at every turn. That is why I want to shed light on

As you near retirement age and are considering whether it’s time to take the plunge into the next phase in life, it’s normal to feel

The rising cost of college is a well-known reality, with public universities now demanding an average of over $26,000 per year in tuition and fees

Life can take unexpected turns, and one such challenge that many individuals face is the loss of a spouse. If widowhood happened tomorrow, would you

Americans have flexibility regarding when to begin claiming Social Security benefits. There are pros and cons to taking your benefits sooner versus later, so there’s

When most people think of financial independence, they think of hitting retirement age and finally being free from the burden of their careers. But we

An article by Cedar Brook’s own Frank Legan was recently featured in Kiplinger. Looking at where you are now compared to where you were five

It’s been said that change is the only constant in life, and the unfortunate reality is that sometimes this change includes a job loss. The