Financial Articles

How does spending money make you feel? For some, it’s painful. For others, it brings excitement. Regardless, the complex nature of spending is what makes money emotional and often challenging to discuss.

You’re likely well aware of the concept of a traditional “bucket list,” but have you ever heard of a “chuck-it list?”

Becoming “Job Optional” is an opportunity to regain control over your daily life. However, make no mistake. Without thinking through all areas of a purposeful retirement, this transition can bring significant, unexpected loss that impacts your happiness.

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.