Money Can’t Buy Happiness, or Can It

The book Happy Money: The Science of Happier Spending by Elizabeth Dunn & Michael Norton has changed the way I think and feel about spending. It’s based on academic research that identifies ways that spending can increase our joy, something I didn’t think possible before reading this book!

Money and Emotions

The first step to managing emotions in financial decisions is to understand the script or story you are telling yourself about money and where it came from.

Mega Backdoor Roth IRAs: What You Should Know

A mega backdoor Roth is a great option to quickly build a tax-free bucket of money for individuals who have maxed out other retirement savings vehicles, still have surplus to be invested, and have a 401(k) plan that allows for this strategy. Consider this an additional tool in your toolbox. 

Medicare Advantage Plans: What is Joe Namath Really Talking About?

In 2006, the Federal government created an alternate design in the Medicare market to complement supplement plans and stand-alone prescription drug plans. They’re called Medicare Advantage plans. Although the start was a bit rocky, carriers have learned and grown with their plan designs. Here are some of the most talked about design concepts of the Medicare Advantage plans.

How Much Life Insurance Protection Is Enough?

Life insurance is an important component of a financial plan. An early death can create severe hardships for the surviving family if the proper amount of insurance is not in place. The recommended amount of life insurance will vary from family to family depending on a variety of factors.

How Could You Use Your Stimulus Check?

You may be wondering what steps you can take to improve your financial life during these unsettling times. I would like to share some thoughts on how to use your stimulus funds and staying invested during anxious times.

Hiking Through the Financial Wilderness

I used to laugh at the TV commercial years ago that stated, “Most people spend more time planning their vacation than their retirement.” It’s funny how your perspective can change with time. Now, I gladly note all details of a personal trip, perhaps as a parallel of my work. 

Health, Wealth, and Time

David Safris, President and Co-owner of Visionary Services, Inc., shares how long-term planning and balancing health, wealth, and time helped him pursue a lifelong dream.