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Ask Connie

Question: Should I take my employer pension plan in a lump sum or take annuity payments at retirement?

Like many questions, there is no one-size-fits-all answer to this important question.  Professional advice is very important before you make a decision about how to receive your pension benefits. Here are some things to consider: What is your health … Read more...

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News & Views

The Year in Review

With 2016 in the rear view mirror it is time to reflect and time to look ahead to 2017.  You have heard us say many times we don’t predict.  As the great philosopher Yogi Berra once said, “It’s tough to make predictions, especially about the future.”  There is … Read more