As your parents begin to settle into their final phase of life, their health, residence, and finances could become a factor in your retirement planning. This is especially true if you are the person your parents have tasked with settling their estates. There’s no simple way to tackle all the logistical and emotional challenges associated [...]
According to a report published by Bloomberg, only 1.6% of job seekers relocated to take a new job in Q1 2023, an all-time low. More folks than ever value the freedom to work when, how, and where they want. Compromising on that freedom isn't just about what's best for your career. It's a question of [...]
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? [...]
Who's the "Cinderella" team you have busting brackets in this year's March Madness? Everyone loves a good underdog story, but the history of the Big Dance tells us that the clock strikes midnight more often than not. There are more than 350 schools in Division 1 men's basketball. But 60 of the 84 National Championship [...]
The outpouring of giving and goodwill during the holidays always makes a special time of the year feel even more precious. Unfortunately, holiday generosity isn't enough to sustain the important missions that charities and nonprofits carry out during the rest of the year. And as the fellowship of the holidays and the excitement of a [...]
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 [...]
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 [...]