How a Couple Can Plan Strategically When Retiring at Different Times

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 [...]

By |2022-11-04T09:16:53-05:00September 14th, 2022|Retirement|

How to Start Teaching Your Kids About Money

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 [...]

By |2022-11-04T09:15:49-05:00August 24th, 2022|Multi Generation|

Finding Purpose in the Everyday

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 [...]

By |2022-11-04T09:13:39-05:00August 16th, 2022|Purpose|
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