Financial Articles

Where does your hesitancy to spend come from? Is it driven by need or by emotions of your past that are still holding you back from a bigger future?

If you’re looking to further diversify your portfolio beyond stocks and bonds, there may be many more options than you have ever considered.

If you’re waiting for the right time to seek long-term care insurance, consider making it a priority now. One unexpected event can have a massive impact on your retirement security, and there’s more than one LTC solution.

Your relationship with money has the power to create a massive impact on your life. There is a delicate balance between the negative consequences that can arise from having too little, versus having more than enough money.

Planning for retirement involves asking the big questions, such as: How do I protect and grow my savings? Or, do I have enough? Beyond this, however, you have other factors to consider, both financial and non-financial.

Your hard-earned dollars can keep a roof over your head and food on your table, but without understanding the meaning behind the money, how can you expect it to bring you a purpose-filled life?

Despite what you might hear, most lottery winners are happy and don’t end up bankrupt or miserable. In fact, many experience improved lives and continue to work even after their windfall.

You want to avoid “Accidents” in retirement, and every accident is a result of a risk that you knowingly or unknowingly took on. Therefore, the key to avoiding your retirement “Accidents” begins with the identification of the risks.

If you’re planning to work beyond age 62 and/or past your full retirement age (FRA) while simultaneously receiving Social Security benefits, there are important considerations to be aware of.

Your pursuit of financial independence and wealth is one many share. However, when it comes to being “rich”, a life affluent of money doesn’t guarantee a life void of conflict.

Your ability to build strong character takes time and often occurs during seasons of crisis and distress. In these instances, reflect on your reactions, learn from your mistakes and seek lessons from the experience.

Your financial plan, investment strategy and your life are all about balance. It’s all poison, if you absorb too much of it.