Latest Articles

Discover articles with practical ideas and perspectives to support informed decisions, simplify complexity, and adjust your financial planning as life and priorities evolve.

Retirement Account Options for Entrepreneurs

Are Any of These Six Common Options the Right Retirement Plan for You? If you’re an entrepreneur, you know there are many benefits. You get to be your boss, make your hours, and spend your working days building something you’re passionate about. While it’s true that this type of work may offer more freedom and flexibility, it’s also important to consider the potential impact on your job benefits and retirement planning. Luckily, an entrepreneur…

Understanding the Financial Impact of ‘Gray Divorce’

Critical Considerations for this Challenging Life Transition Divorce can significantly affect various aspects of your life, depending on your individual circumstances. This includes your finances, which can cause a great deal of anxiety and stress. The financial impact of a relationship ending can be particularly impactful in cases of “gray divorce” – when two people aged 50 or over end a marriage – because retirement is near. And, though divorce may not have been in…

Smart Financial Moves for Empty Nesters

Make the Most of Your Transition to a Child-Free Home After spending decades caring for children, it can be quite the adjustment to transition to being an empty nester. You’re likely to experience a wide range of emotions, and some of the choices you make during this transition can have a lasting impact on your well-being and lifestyle. That certainly includes your financial decisions so, as you transition into this new chapter of your…

5 Common Mistakes High Earners Make

Learn from these common mistakes and work towards your financial goals. A high income can potentially contribute to a sense of financial security. Maybe you’re enjoying a sprawling home, a fancy car, and the latest technological gadgets. A well-crafted income strategy has the potential to contribute to financial stability and comfort. If you’d like to leverage your high income to establish long-lasting wealth and financial security, it’s important to be aware of potential pitfalls…

Passing an Inheritance to Your Children: 8 Important Considerations

Choosing to Leave an Inheritance Can Impact Many Other Financial Planning Decisions If you have worked hard and planned properly, you may be well situated to leave an inheritance to your children. It can feel very meaningful to be able to provide a financial legacy for your loved ones, but it’s important to be practical, too, and to go about your estate planning in the right way. This single decision can impact all of…

Plan Ahead to Meet Rising Retirement Healthcare Costs

Consider Taking Steps to Manage Your Financial Future Today With healthcare costs on the rise, American retirees must prepare to afford significant health and medical expenses in retirement. While strategizing ways to cover retirement healthcare costs isn’t new, many retirees today are finding themselves without access to the employer- or union-sponsored retiree health benefits that previous generations depended on. This means that Americans who are currently planning for retirement need to be sure they are…

How to Build a Retirement Income Plan: Steps to Get Started

How to Take Intentional Steps to Build a Retirement Income Plan to Fund Your Later Years Planning for retirement involves more than just saving a…

The Importance of Regular Financial Reviews: Staying on Track

Understanding the Importance of Regular Financial Reviews for Achieving Your Goals Financial goals and circumstances rarely stay the same over time. Life events, market conditions,…