Financial Articles

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.

People mistakenly believe they have a choice between claiming their own benefits or their spousal benefits. However, the reality is that spousal benefits are determined through a multi-part calculation and comparison.

Cognitive loss continues to be one of today’s biggest retirement risks. According to the Alzheimer's Association, the number of present Alzheimer’s cases are projected to more than double by 2050.

Your happiness in retirement doesn’t stem solely from financial stability. According to a Harvard Study originating in 1938, the main challenge people face in retirement is often the loss of social connections that work once provided.