Latest Insights Archive
Reflecting on 2023
On a personal level, 2023 was especially challenging for me. I suffered the loss of three dear family members: my dad, my stepfather-in-law, and my
Are You Prepared for a 30 Year Retirement?
The good news? Retirees are living longer. The bad news? Many aren’t planning for it financially. Life expectancy is a key piece of retirement planning.
25 Ways to Make Friends in Retirement
Retirement is an exciting phase of life, offering seniors the opportunity to explore new interests, travel, and spend more time with loved ones. However, it
Mortgage Gimmicks Explained
Mortgage Gimmicks Explained Mortgage rates have been rising steeply since 2021 and are now commonly found in the neighborhood of 7%. This is significant as
10 Questions to Ask When Relocating in Retirement
Did you know that 40% of workers today plan to move to a different city or region after they retire?1 This underscores a trend of retirees
Flying in Style: Modern Airline Rewards
We recently passed the 40th anniversary of frequent flyer programs as we know them. These programs started really simply, but forever changed the way we
3 Biases That Can Sabotage Your Wealth
Making financial decisions can often be more challenging than it appears. A variety of subtle influences can cloud our judgment. Among these, behavioral biases like
5 Podcasts for Business Owners
Listening to podcasts is like having a personal coach or mentor for your business. Whether you’re looking for advice, creative ideas, or motivation, they can
Gratitude’s Impact on Your Money Mindset
When we hear the term “gratitude,” most of us think of living a happier and more fulfilling life. We think of slowing down, being mindful,
Instilling Financial Values in Your Family
Over the next two decades, more than 84 trillion dollars will change hands in what has become known as the “great wealth transfer.” More than
What You Should Know About Advisor Fees
Financial advisors and planners help you manage your investments and work toward your financial goals, such as estate and retirement planning. In return for their
Growth Stocks vs. Value Stocks
Stock investing is an important engine of growth in your portfolio, but deciding on an investing strategy and particular stocks can be challenging. When designing
How Does the New RMD Rule Affect Retirees?
There’s good news for your retirement plan! Starting this year, the age at which you must start taking required minimum distributions (RMDs) from your tax-deferred retirement accounts
Finding the Ideal Place to Live in Retirement
Planning for retirement is rife with big questions — not just how you want to spend your golden years, but where? For some, retirement offers the opportunity to
Get to Know Your Risk Tolerance
When constructing a portfolio, it’s critical to understand three important factors: your goals, your time horizon, and your risk tolerance. Of those three, risk tolerance
