Financial Articles

You likely share the same or similar values with your partner on many aspects in life, so how can you leverage these to build your financial future together?

Anything important to you in life directly impacts your emotions, and for many, that includes money.

If you’ve ever wondered whether or not annuities could hold a viable place in your portfolio, it’s important to first understand what they are and are not.

You may need less to retire than you thought. Have you ran the numbers? How much life are you missing out on due to incorrect assumptions?

How do you view growing older? While many see it as a steady decline, research challenges this myth, showing that most skills are use-it-or-lose-it, and training can preserve or enhance them.

You may be able to leverage relatively new investment structures to improve your financial efficiency. Ensure you're exploring all of your options before settling.

You may have found, like many, that the COVID-19 pandemic provided an array of realizations.

You might overvalue things that can easily be measured, but they may not be the most valuable elements in your life. Take pause and assess where you are putting in your energy today, before it’s too late.

Have your financial mistakes made you a better financial decision-maker? You won’t always make the perfect choice, but you can always learn from your experiences.

You know what you’re retiring from, but have you taken the time to figure out what you’re retiring to?

You’ve heard it’s better to spend money on experiences versus “things”, but why?

Are you overemphasizing any financial concerns before you’ve secured your retirement foundation? With a comprehensive framework, you can put more time and energy toward what is in your control, and focus less on what isn’t.