Advanced Strategies & Design, LLC

More than half of Gen Xers say they’re not on track to save enough to maintain the lifestyle they want in retirement. Here are five things you can start doing today that may help you feel more on track with your retirement planning

Gen Xers: 5 ways to prepare for retirement today Planning for retirement can be daunting, especially for Gen Xers. Starting with these five tips is a great first step

The savings rate is the government’s estimate of how much U.S. households are saving.

U.S. Personal Savings Rate What can be learned from the savings rate?

Heading into retirement with confidence can be easier if your strategy includes steps to help mitigate taxes. Even though your income is likely to decline.

Tax-efficient retirement strategies Heading into retirement with confidence can be easier if your strategy includes steps to help mitigate taxes.

Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?

Rightsizing for Retirement What does your home really cost?

Might you need more coverage in retirement? This piece covers some good reasons to retain your insurance.

Consider Keeping Your Life Insurance When You Retire Reasons to retain your coverage into your retirement years.

Teens might not have much money, but it's important for them to be responsible with the cash they do have.

Money matters: Why it pays to be financially responsible

The loss of a spouse or family member can be overwhelming. The last thing you want to worry about is managing your finances. I can work with you to help you manage the anxiety that comes with the financial aspects of losing a loved one.

Managing grief with financial preparedness A financial professional can help you manage the anxiety that comes with the financial aspects of losing a loved one.

Tips to help women become more confident in financial decision-making and set themselves up for a healthy financial future.

Financial empowerment tips for women

A life insurance policy is more than just a contract, it’s a commitment to fulfill a promise when you needed most. From customer to advocate, watch Joleen’s personal journey to finding solace in times of crisis.

Finding solace in times of crisis Watch Joleen's journey to find comfort in times of crisis

Is it time to talk to a financial professional? This infographic will help you decide. Check it out here:

Key Money Moments: 4 Times You Should Talk to a Pro Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.