First, let’s start by uncovering the most common mistake in estate planning… Surprisingly, this frequently made mistake might already be on your doorstep. A staggering number of people haven’t yet started an estate plan. It’s a critical oversight that can have far-reaching implications, but this isn’t the only pitfall that can disrupt your planning efforts. […]
Mastering Stormy Waters: Smart Strategies for Healthcare Costs in Retirement Dreaming of your retirement often brings images of sandy beaches, extra time with family, or perhaps finally writing that novel. But beyond the peaceful horizon of your post-work years, the dark clouds of healthcare and long-term care costs are gathering. It’s crucial to map out […]
Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud.1 There have been more than $2.7 billion in losses to social media scams between January 2021 and June 2023.2 And whether or not you’ve seen these cons in action, they don’t look the same today […]
Spring isn’t just about budding plants, changing the clocks, or paying your tax bill. It can be the perfect time to refresh financial tasks and dust off your long-term goals. As we begin a new season of financial “spring cleaning,” here are 4 (commonly made) mistakes you can prevent this year: Mistake #1: Budgeting for […]
What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel exhausting. There are, however, a few simple, yet commonly overlooked steps you can take today to help you feel more comfortable throughout your planning process. 5 Tasks that Could Help You Find Retirement Bliss […]
In a perfect world, every money decision we make would be totally rational. We’d consider all of the facts. Then, we’d balance them with the risks to make the most logical choice available.1 That sounds simple. Yet it doesn’t happen as much as it should in the real world.1, 2 That’s because many of us […]
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s rattling a lot of us, causing more election stress than ever before.1 It’s also raising a lot of questions about investing in election years, how to respond to market uncertainty, and what money […]
What was the last money mistake you made? If you’re like most folks, you’ve made at least one upsetting money mistake in the past year — and you’d like to do better.1 In fact, most folks admit their finances have not gotten better over the past year. And at least half of them say the real problem is that […]
How often do you set new financial goals? How often do you achieve them? Most of us aren’t very successful with our goals, even when we have the best intentions and strong willpower.1 Sometimes, that’s because we’re setting unattainable goals. Other times, we’re missing the big picture and setting our goals with blinders on.2 Either […]
Goal-setting. It's the bread and butter of success across so many domains. But are you only scratching the surface? Dive deeper. A financial professional doesn't just help connect the dots; they can help you reveal additional possibilities you hadn’t even considered! Let's explore why. 1. Goals You Never Knew You Had Uncover the Hidden Treasures We […]
How do you get ready for a trip? What travel habits do you rely on to get around, stay safe, and still have fun? Whether you’re going across town, across the country, or to the other side of the world, what you do before you take off — and what you know while you travel […]
Seven Key Tips for Planning Elder Care Navigating the complexities of elder care for loved ones can be challenging, and it is a journey that many of us will embark on as our parents or other family members age. Noticing signs of decline in our loved ones is always hard, and making care decisions for […]
