Where does AI Fit In your life?

There's been so much chatter about potential drawbacks of AI like ChatGPT and Google Bard that many people are overlooking how AI can improve certain aspects of their lives. From automating mundane tasks to performing more efficient internet searches, there are almost limitless applications for these services -- if you know how to get the [...]

By |2023-10-17T12:34:44-05:00September 27th, 2023|Career, Family, Investing, Retirement|

Ensure Your Life Wishes Are Granted Through Effective Estate Planning

Legacy planning is often the last piece folks tackle in their financial planning because it’s the least appealing to think about. Planning for a robust nest egg that will keep you safe, secure, and fulfilled when you stop working? Fun! Deciding what to do with your assets when you’re no longer around to enjoy them? [...]

By |2023-05-02T11:06:19-05:00April 19th, 2023|Investing, Purpose, Retirement|

Plan a Special Vacation to Start Retirement

If you're about to retire but not really looking forward to it, maybe it's time to schedule something you will look forward to. Kicking off your retirement with a well-deserved vacation can ease you into this complicated transition and give you a small taste of everything you have to look forward to. Here are two [...]

By |2023-02-10T10:36:26-06:00February 9th, 2023|Family, Retirement|

Don’t Let the Stock Market Spook You

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 [...]

By |2022-12-09T10:55:07-06:00October 27th, 2022|Investing, Retirement|

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|
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