Should You Retire at the Same Time as Your Spouse?
Key Considerations for Couples Planning Retirement Together As a financial professional, I often find myself discussing retirement plans with couples who are contemplating the idea of retiring simultaneously. The notion of embarking on a shared retirement...
The Q4 Playbook: Scoring Financial Touchdowns
Weekly Update – 9/27/23 With the final quarter of the year on the horizon, it's time to gear up for Q4 financial planning. The end of the year provides a unique opportunity to assess your financial landscape, recalibrate your goals, and set a course for a strong...
Strategies to Harvest Your Financial Potential This Fall
Tips for this Season of Preparation and Cultivation With the transformation of the leaves and a cool, refreshing breeze, fall offers more than just Pumpkin Spice everything. It's an annual opportunity to contemplate your financial aspirations and lay the foundation...
What Does Financial Wellness Really Mean?
Weekly Update – 9/20/23 The concept of wellness is used often, generally when referring to a balanced and fulfilling life overall. But what does it mean when someone refers to their financial wellness? Financial wellness encompasses all aspects of an individual’s...
Defensive Planning for an Unsteady Market
Investing is never smooth sailing. It’s almost guaranteed that you’ll need to be prepared for risk, especially when the market shows rapidly changing economic turns that could significantly impact your financial portfolio. How can you overcome this and make sure...
8 Must-Ask Questions for Your Financial Advisor this Fall
With autumn around the corner, it's prime time to reassess your finances alongside your financial advisor. To make the most of this opportunity, consider posing these eight essential questions during your fall financial review. Can you summarize my current financial...