Losing a spouse is devastating enough without widows having to navigate their finances. Read some helpful tips for stabilizing your future.
Life Transitions
Retirement Planning for 2026? Here’s Your 12-Step Checklist
Planning to retire in 2026? Don’t miss out on these crucial retirement planning tips to keep you on track!
Financial Planning for Divorcees: The Role of a Financial Advisor for What Comes Next
Are you heading toward a divorce? Read about the role a financial advisor can play in helping you plan for your life after a divorce.
Retirement Planning for Women: Timing and Cost Surprises
Ladies, are you ready for retirement’s curveballs? ⚾️ Let’s dive into the surprising costs and timing factors that often catch women off guard. Don’t get blindsided!
Social Security and Your Retirement: What to Expect
Financial professionals who work in Social Security planning frequently address concerns about the system’s future. It’s well known that the Social Security...
How Divorcees Can Manage Finances at Any Age
Divorce is often a significant life event with far-reaching consequences, including comprehensive financial implications. The consequences can vary greatly...
Why Women Need a Different Approach to Retirement Planning
Since societies first began measuring life expectancy in the late 17th century, it’s been observed that women tend to live longer than men. This makes...
Finding Purpose, Health & Identity in Retirement
Retirement is a time many people look forward to during their working lives. One of the key goals while working and investing, people commonly frame...
From Farm Roots to Financial Professional: Why Laura Became a Financial Advisor
Raised on a sunny dairy farm in Wisconsin, Laura Kuntz grasped the importance of hard work, discipline, and adaptability from a young age. As the second...
Financial Planning for Divorcees: Essential Divorce Checklist
Although going through a divorce can feel like an emotional roller coaster, managing your money is essential to moving on. Especially if your ex-partner...
The new magic number for retirement
The “magic number” for retirement in the U.S. has risen faster than the inflation rate in recent years. Let’s look at this number and what it means when investing for retirement.
Planning during the retirement “trough years”
For many, the significant drop in income during the early-retirement years can be a great time to engage in tax planning.
The fundamentals of 529 plans
Education is expensive, but there are ways to mitigate those costs. Learn the basics about 529 plans.
Retirement planning beyond running the numbers
The emotional and psychological aspects of a retirement plan are as important as the financial ones.
First steps in getting a divorce may surprise you
When people get divorced, they often think the first step is to get an attorney. Attorney guidance is important. At the same time, there are other important steps you should take early in the process.