Financial Articles

When markets tumble, diversification can feel like a warm, steady hand on your shoulder—reminding you that enduring financial peace is worth the small sacrifices along the way.

What numbers truly shape a fulfilling life? Beyond budgets and debt payments, it’s the more personal ratios—like time spent on meaningful activities versus distractions—that quietly determine your happiness in retirement and beyond.

When it comes to creating a retirement income plan you can count on, understanding your options is key.

Staying resilient isn’t always glamorous. It’s about embracing the struggle, reconnecting with others, daring to try hard things, and strengthening both your body and mind.

You've probably heard that waiting until age 70 to claim Social Security is the smartest move. After all, it can increase your monthly benefit and help guard against the risk of outliving your money. But what if you’re not at risk of running out?

Life will throw you curveballs—whether it’s a surprise medical bill, urgent home repair, or family emergency.

How much should you leave your kids? It’s a simple question with no easy answer—and perhaps one of the most emotionally charged and complex decisions in retirement planning.

It’s a stark reality: Seven in 10 of us will need some form of long-term care in our lifetimes. However, many retirees are not financially prepared for what can be an emotionally and financially taxing chapter.

If you’re feeling uneasy right now, it’s natural. When the headlines shout about volatility, tariffs, and a recession, even the most seasoned investors can find themselves glued to the news.

When it comes to a comprehensive retirement plan, dotting every “i” and crossing every "t” counts.

Have you ever admired something from afar—a house, a car, etc.—only to discover it wouldn’t actually work for your life?

In a world that often equates happiness with success, it’s easy to feel like you’re falling short if you’re not constantly chasing that elusive feeling of joy.