Latest Blogs, Tools And Resources
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...
Does Your Home Still Work For You in Retirement
Does Your Home Still Work for You in Retirement? Often I see retirees living in homes that no longer meet their needs but who refuse to consider a change. Your home should never be a source of distress for you and it should continue to reflect the life you wish to...
The Lowdown on QUANtitative and QUALitative Data
“Judge a man by his questions rather than by his answers.” —Voltaire A Functional Retirement Advisor (FRA) is an advisor that focuses not only on the QUANtitative data but takes a special interest in the QUALitative data as well in order to get you to the retirement...