The dramatic nature and slant that the media add to their stories to get us interested in reading the page. Do a quick self-check to see through the production and into the facts.
Five key areas doctors need to carefully evaluate in their contract. Overlooking “The Big Five” can have major financial and professional consequences.
Planning for retirement is the journey of a lifetime – a marathon, not a sprint. But what happens after you cross the finish line? Read on for more on the art and science of navigating life after the working world.
Healthcare expenses, long-term care, family dynamics — caring for an aging parent is complex. Making the right financial decisions now may make life easier for everyone.
Student loans for millions of Americans are set to resume in September, with payments due in October of 2023. If you have student loans that have been impacted, now is a great time to look them over and review options moving forward. This blog outlines just a few things to consider as payments resume.
Making good decisions and ultimately avoiding costly mistakes can be life-changing. Note that it does not start and end with picking the best player or hot stock but rather goals and a plan.
Expect uncertainty and embrace the power of teamwork. We counsel clients to focus on the things they can control, like how much they are spending, saving, and investing rather than letting uncertainty shred their peace of mind.
Time is the greatest money-making asset you can possess. The earlier you start investing, the easier it is to ensure a lifetime of financial success. Parents and grandparents, there may be an opportunity to give the gift of financial success to your young adult family members while also enjoying estate and tax planning benefits for yourselves.
The best way to accomplish your financial goals is by being intentional with the money that comes in. Identify the priorities you have for your money. You could break those priorities into four categories: Due, Extend, Gift, and Spend.
Tech support scams and phishing attacks are becoming increasingly sophisticated, making it crucial to stay vigilant. A recent incident involving a family friend highlights how easily fraudsters can gain remote access to a victim’s computer, install malware, and steal sensitive information. Read more to learn what to do if someone you know is compromised and discover actions to take to help stay secure online.
For years we’ve suggested cyber coverage to all our business clients. What started with businesses moved over to the personal insurance world via home, auto, or umbrella policies. Now almost every policy we write includes some sort of cyber coverage. Let's explore the ins-and-outs of cyber insurance for you personally.
Investing, much like running a marathon, requires strategy and discipline. The temptation to chase short-term gains or follow the crowd can be hard to resist—but it often leads to burnout and disappointment. So how do you stay on track and set yourself up for long-term success?
Stock markets have a long history of rewarding optimistic, long-term investors despite periods of volatility. Curious about the data behind it? Read to learn more!
What role does money play in your life? Is it possible that your financial plan could be “bulletproof”… but also “joy-proof”? Discover how shifting your mindset can lead to greater meaning, freedom, and fun.
You don't have to be an optimist to know that you can squeeze a lot of happiness out of a springtime mini vacation in the city of big shoulders!
Success isn’t about perfection—it’s about progress. By celebrating small wins and adapting to life’s changes, we can stay motivated and turn our goals into reality. Read on to discover how shifting your perspective could lead to a more fulfilling journey.
What’s your plan to create a paycheck in retirement? In this blog, we’ll break down a few key ways to bridge the income gap that retirement can bring.
Retirement is exciting—but having a well-thought-out distribution strategy could help ensure your money lasts. Let’s explore the key considerations for crafting a smart plan that works for you.
How much will you really need in retirement? And how do you make it last? This month, Kent Kramer and Marcus Iwig discuss forecasting expenses, managing investments for income, and handling life's curveballs in retirement.
On Average, women tend to live longer than men. What does that mean when it comes to retirement planning and income?
What do investing and being a loyal sports fan have in common? More than you might think. Read on to discover how the ups and downs of fandom can mirror the journey of long-term investing—and why both are worth the ride.
