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Year-End Odds and Ends For Retirees

It’s November, and with just two months left in the year, a host of financial and investment-related tasks that seemed easy to back-burner earlier in the year are coming up […]

November 7, 2017 Melanie
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Statistically Speaking

Everyone’s lives take them down different paths, but most working people share a common goal: to eventually be able to retire. After working for the majority of your life and […]

November 2, 2017 Melanie
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#1 Retirement Roadblock

Americans view healthcare costs as the leading obstacle to financial security in retirement, according to new data from Northwestern Mutual’s 2017 Planning & Progress Study. In fact, the number of […]

October 31, 2017 Melanie
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Here Today, Gone Tomorrow

According to the Social Security Administration, half of married couples count on Social Security for at least half of their income. The numbers are even higher for non-married recipients: A […]

October 26, 2017 Melanie
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Sock A Little More Away in 2018

Along with cost of living adjustment news by the Social Security Administration, October is also the month when the IRS informs us of any changes to income and contribution limits […]

October 24, 2017 Melanie

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Melanie Pelayo

Melanie Pelayo

Melanie Pelayo is a Certified Financial Planner professional. She is passionate about helping people, young and old, better prepare for and achieve security throughout retirement.

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