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Blog

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Nov 18, 2021

Should You Retire at the Same Time As Your Spouse?

Retirement
If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the same thought process...
Man with glasses leaning against a wall
Nov 11, 2021

Common Investor Biases and How They Can Impact Your Finances

Investments
No matter how you invest, you may have biases that are impacting your decisions. Are you affected by one of these common biases?
Row of townhomes
Nov 4, 2021

Selling Your Home After Retirement: The Benefits of Downsizing

Retirement
Savings
Real Estate
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
An exit sign in a modern office building
Oct 28, 2021

Small Business Owner Retirement: Dealing with an Unexpected Exit

Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
Elderly man and woman laughing. The man is holding a map, and the woman is wearing a backpack. They look like they are travelling.
Oct 21, 2021

Living the Dream How to Plan for Your Ideal Retirement

Retirement
The most important thing about retirement is that you have the time, money, and space to do what makes you happy.
Man and woman shaking hands over a desk. On the desk is a laptop and a coffee cup.
Oct 14, 2021

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Finance
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
Businesswoman looking at her phone
Oct 7, 2021

The Pros and Cons of Investment Apps

Investments
Technology
Not all investing apps are equal, and depending on your goals it may be better to work with a financial professional instead of an algorithm.
Helpful Life Insurance Advice You Can Use
Apr 1, 2021

Helpful Life Insurance Advice You Can Use

FINRA Reviewed
Education
Insurance
Few consumer products are the object of a love/hate relationship as life insurance.
Doctor visit.
Mar 1, 2021

Keep Health Care Costs Down While Caring for a Child with Special Needs

FINRA Reviewed
Family
Health
There is no getting around it—health insurance is complex and complicated. You have to have it and there is no one-size-fits-all solution.
Man hiking in desert.
Feb 1, 2021

8 Tips for Finding Balance Between Work and Life

FINRA Reviewed
Lifestyle
Family
Work
It is no secret that the typical American is working long hours with little respite compared to other countries with large economies.

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May Lose Value

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