Purpose-Based Planning

Dreaming of a fulfilling retirement? Financial security is just one piece of the puzzle. Learn more about the top problems plaguing retirees and how you can combat them.

Retirement is a significant life transition. While financial readiness is key, it's equally important to prepare for a fulfilling lifestyle after work.

Ready to live a retirement that's "just right"? Like Goldilocks, you need to find the sweet spot – not too hot, not too cold – in your finances, your ambitions, and even your savings goals.

Most of us have a skewed view of our own abilities, often overestimating or underestimating what we can achieve. The key to success, then, lies in accurate self-assessment.

Feeling overwhelmed by decisions, big and small? Here are proven tactics to declutter your mind and simplify your life, leaving more room for enjoying your retirement.

We often think about money in terms of goals – a comfortable retirement, travel, or leaving a legacy. But have you considered the deeper why behind those goals?

Stoicism, an ancient philosophy originating in Greece, has gained popularity among various groups, including those seeking guidance in financial matters.

Just like unexpected detours during a road trip can lead to increased expenses, the combination of market volatility and withdrawing money from your investment accounts can lead to sequence of returns risk.

Spot bitcoin exchange-traded funds (ETFs) have recently been approved by the U.S. Securities and Exchange Commission (SEC) after more than a decade of anticipation.

An overly luxurious lifestyle isn’t sustainable for most people, and will ultimately destroy your wealth.

Have you ever abandoned a 401(k) account when changing jobs? Approximately $1.65 trillion is estimated to be sitting in such orphan accounts, representing the savings of 30 million workers.

Financial experts like to claim that the stock market is efficient and unbeatable. However, Wall Street has repeatedly proven otherwise, particularly with the “Halloween effect” - a pattern where significant stock market gains occur from Halloween until May, defying logic and the efficient market hypothesis.