Are you feeling the crunch? With the holidays in full swing, the stress from all that planning, shopping, entertaining, and traveling might be starting to mount. And in between wrapping presents and baking cookies, you still have work to do, your kids still need help with school, and your heart still needs that 30-minute morning [...]
"Does this spark joy?" asks Marie Kondo about our possessions. The answer is usually YES! on Christmas morning or at a holiday party when we unwrap our presents and watch others enjoy their gifts as well. But once the New Year rolls around many of those gifts are fighting for closet space with holiday decorations [...]
Many retirees who want to earn some extra income without committing to a regular part-time job explore seasonal employment. For a couple of weeks or months out of the year, you could try something new, put your professional skills to good use, see more of the world, connect with new people, and pad your nest [...]
As if the Halloween season isn't scary enough, ongoing market volatility has been unsettling investors. But much like the temporary frights, you experience when walking through a haunted house, navigating the market's ups and downs is all part of the journey towards a better financial future. Answer these three questions and the things that go [...]
CEOs at large organizations usually have a network of close advisors, c-suite executives, and stakeholders who hold them accountable for achieving important tasks. In her book Building Career Equity, expert consultant Jan Torrisi-Mokwa proposes that we all do the same. This idea could be especially beneficial if you don't have the kind of built-in accountability [...]
Is traveling with family or friends your preferred way to vacation? Do you and your loved ones have a special vacation spot that you'd like to spend more time at during the year? Making a group purchase of a vacation house could be a great way to share more good times. Co-owning a second home [...]
Wondering how your teenager is adjusting to life on campus? A university or college's family weekend can be a great opportunity for you to experience this new stage of your child's life and move past some of your empty nest worries. Use these five tips to make the most of this time together. 1. Plan [...]
Married couples don’t always plot retirement at the same point in their path. According to a recent study by Fidelity, 43% of couples disagree about what age they plan on retiring. For other folks, circumstances like an unexpected job loss or health issue push spouses onto separate retirement schedules. When one spouse retires and the [...]
It's back-to-school season, which means it might be a good idea for parents to think about something their kids won't be learning in a classroom this year: how to manage money. While there has been a growing movement in some states to include financial literacy as a high school graduation requirement, most kids head into [...]
What is your money’s purpose in your life? That's maybe the most important question that our planning process helps people to answer. If the purpose of life was just to make more money, then no one would ever stop working. The best uses of our time and our money lead us to more meaningful experiences [...]