The emotional and psychological aspects of a retirement plan are as important as the financial ones.
Life Transitions
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.
7 ways the Secure 2.0 Act changes retirement plans
A new law could change the way you save for retirement and use your retirement funds. We explain the law’s key provisions.
What are your retirement insurance needs? You might be surprised.
Retirement brings a lot of changes. While they might not be at the top of your list, don’t overlook your retirement insurance needs.
How to help aging parents with their finances
Help from adult children usually progresses over time. Here are some tips for each stage as you manage more and more financial matters.
After divorce checklist for finances
When a divorce wraps up, there are still plenty of financial matters to attend to. This handy list may help anyone who has “loose ends” to deal with.
Retirement planning: Picture your typical day
Picturing your typical day in retirement can be a helpful way to bring your lifestyle goals into focus so you can plan effectively.
Considerations for a midlife career change
A midlife career change is a big goal for many of our clients — especially women. If you’re among those dreaming, have you taken these three steps?
Planning for all four retirement stages
What will retirement look like for you? How does it change as you move through the four retirement stages?
What to do when a spouse dies
After a spouse or partner dies, most people are overwhelmed — not only with grief but often with uncertainty about what to do when a spouse dies.
Legacy planning with life insurance
Life insurance is a way to help your loved ones after you pass away, but there are additional reasons to consider life insurance in your legacy planning.
How a second marriage effects your finances
When it comes to second marriage finances, there are questions partners need to jointly answer to help avoid or withstand common pitfalls.
How to set income and expenses in retirement
When people talk about money and retirement, we most often talk about planning, saving, and investing. We spend much less time talking about how to handle withdrawing and spending in retirement.
Five financial tips for young adults
Many clients ask what financial tips they should impart to their children or grandchildren. Sharpen your pencils and take note of these five steps.
Six steps to prepare for the inevitable loss of a spouse
Preparing for the death of a spouse ahead of time can help the survivor avoid making hasty or uninformed decisions after the other is gone.