Latest Blogs, Tools And Resources
Be SMART About Your New Year’s Resolutions
Most New Year’s resolutions are abandoned by the end of January, but it doesn’t have to be that way. Use SMART goal setting to make resolutions you’ll be able to keep.
4 Steps to Achieving More In Life
(& Feeling Empowered By the Results) It’s almost that time again—the New Year—when that bright, shiny, iconic ball drops in Times Square and millions of Americans set out on their journeys to conquer big, hairy, audacious goals…the same ones they’ve been working on...
Should You Retire As a Couple or Separately
Deciding Which Retirement Option is Best for You When you think of retirement, do you imagine riding off into the sunset with your significant other? Or do you imagine staggering your retirements to occur at different times? There are certainly pros and cons to both...
Don’t Let Stock Market Volatility Drive You Off Track
When we are stressed, it’s normal to want to do something to alleviate that stress. But when it comes to stock market volatility, oftentimes doing nothing is the best course of action.
5 Steps to Approach Care for Your Aging Parent (Without Throwing Off Your Own Financial Life Plan)
Watching your parents age can be tough, especially if their health or cognitive abilities start to decline. Figuring out their needs, understanding the options, and making decisions can feel overwhelming. And there may come a point in their final phase of life when...
Living the Good Life Even When The Market is Volatile
Stock market volatility? No problem. At least it shouldn’t be if you have a solid financial life plan. They say that volatility (and the discomfort that comes along with it) is par for the investing course. And while this is true, it doesn’t make market dips any less...
Write the Next Chapters of Your Life with a Financial Life Plan
What will your story say? For most people, writing is tough—not just from a grammatical standpoint, but from a topical standpoint. What should I write about? What should I say? What will others think of my work? And when it comes down to it, we are often our own...
What Is Your Purpose Behind Retiring?
We find that many new retirees feel lost without their jobs. But most of the time, what these retirees are really missing is the sense of purpose that they received from their jobs. Even if you didn't love everything about your job, work gave your days structure and a...
When the Great Companies Of America and the World Go Down
When stock prices are going down, the value of companies goes up. Think of it this way: a declining market can be thought of as a “sale”... and aren’t sales always temporary? The lower prices go at your favorite store, the more valuable the products. Applying this...
A Few Thoughts on the Current Situation and Some Crisis Management Tips
We seem to be at a moment of maximum uncertainty. The COVID-19 pandemic has become the most momentous public health crisis since the flu pandemic of 1918. To fight the virus, medical experts have advised us to stop life as we know it. However, putting our society to...