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Do you have trouble envisioning your retirement? Are you realistic about both your current budget and future retirement expenses? Do you even know where to start when it comes to saving for retirement? These are all...
Whether it’s a New Year resolution, life event, or simply recognition that your finances require attention, hiring a financial advisor is a great idea, wealth-wise. But how do you find the best financial advisor for...
There are many reasons why you might be considering looking for a new job. Maybe you’re seeking more responsibility – or less. Perhaps your job is no longer rewarding – monetarily or otherwise. You might be relocating,...
Like wealth, enjoyment can mean different things to different people. You might find enjoyment in many aspects of life, from simple pleasures like long walks and get-togethers with friends and family, to larger events...
There’s a lot to consider if you’re thinking about moving into a retirement community. While they offer an abundance of resources that you can’t replicate at home, retirement communities typically don’t come cheap. One...
November is National Adoption Awareness Month. If you’re pursuing adoption, perhaps your journey is due to fertility issues, being single or part of a same-sex couple, or simply a fundamental desire to provide a loving...
The allure of becoming your own boss, calling the shots, and growing your potential earnings as a business owner or consultant is a common dream. Starting and running your own business is a bold step that can equate to...
Long-term care refers to specialized, ongoing services and support that help you live as independently as possible on a daily basis. With healthier lifestyles and longer lifespans, you’re likely to need some level of...
There are many housing choices available to today’s independent retiree. These include universal design adaptations and in-home services to help you stay in your own home, downsizing to a smaller place, or entering a...
Life insurance can play an important part in your long-term financial planning. It’s one of the simplest ways to protect your assets and transfer your wealth. More importantly, it supports the future financial...
Focus on your family’s financial best interests with customized wealth strategies