The Great Resignation
The Great Resignation
Money Tips for Better Relationships
Money Tips for Better Relationships
Research suggests that 70% of married millennial couples argue about financial decisions. However, when couples work together to address their finances, they may be able to mitigate many of the problems money may cause in a marriage. Grab a copy of our new resource for 10 money tips to build better relationships. https://bit.ly/2RCJOtt
9 Crucial Steps to Ensure You’re Prepared for Retirement
9 Crucial Steps to Ensure You’re Prepared for Retirement
How do you envision your retirement? The answers to that question are very different and very personal for all of us. To help you prepare and decide how you want to live in your second act, you’ll need to cross some important items off your to-do list. Grab a copy of our handy checklist – organized the way we like to work with our clients – to help you visualize how far you’ve come and where you want to go. https://bit.ly/2Pm7S21
Insurance Golden Years
Insurance Golden Years
As you approach retirement, preserving your assets requires more than a thoughtful investment strategy. You may also need insurance to protect you against an array of financial risks, especially health care. Grab a copy of our new article in our insurance series. https://bit.ly/3jSB3F7
The Great Spending Balance
The Great Spending Balance
Your financial life is a balancing act, strung between living in the present and preparing for the future. Saving for retirement may be a focus, but it could feel like you’re missing out on enjoying today. Read on for the 3 key areas where saving big and investing may make a substantial difference in both the present and future alike. https://bit.ly/3oGfpWe
8 Financial Goals for your 40s and 50s
8 Financial Goals for your 40s and 50s
Our clients in their 40s and 50s are faced with many unknowns: How much longer do I want to work? How much longer do I need to work? How much do I need saved for retirement? Am I making good progress? There’s a lot to consider as you approach retirement, but we feel that there are 8 key things that almost everyone should have on their radar. We shared these points in a recent article, and we hope you find them useful. https://bit.ly/3ltL5fh.