Latest Blogs, Tools And Resources
Preserve Your Spouse’s Future: Potential Ways to Steer Clear of Incomplete Legacy Planning Troubles
This comprehensive guide to legacy planning delves into real-life implications of incomplete estate planning and provides actionable steps seeking to ensure a robust legacy plan.
The Benefits of Gratitude and Finding Meaning in the Everyday
Learn how gratitude can positively impact your mental and physical health, and find out practical ways to cultivate a daily gratitude practice
Gap vs. Gain: How to Rethink Your Financial Goals
Comparison plays a big role in achieving financial goals. Are you focusing on the gap or the gain? Learn how shifting your perspective can lead to happiness, confidence, and success!
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...