Archive for September 2022
A Guide to Retirement Planning for Couples
If you’re married, retirement planning is a team effort. Or at least, it should be. While discussing finances and estate planning can easily fall by the wayside, it’s important to prioritize with your spouse. Whether you both retire around the same time, at different times, or one spouse hasn’t worked outside the home in many…
Read MoreA Financial Advisor Can Prepare You for A Wintery Market
When the winter season comes around, you’ll likely have to adjust your routines and prepare for the cold. If you’re in colder states, you may be looking to purchase a new winter coat or snow boots, or skiing equipment for your winter holidays. Or you may be restocking your snow salt for what are soon-to-be…
Read MoreStaying Social in Retirement
For many of us, retirement can be scary for many reasons. Retiring can be an acknowledgment of an end to a chapter of your life. Many people love their work, and the idea that they’d stop or could be unable to continue doing what they love is painful. It can also be daunting to think…
Read MoreWhat Volatility Truly Means
Nowadays, the word “volatility” seems thrown around more than ever. Usually, when it comes to financial talk, “volatility” is used to describe a downward trend. But that’s not what volatility really means! Volatility is technically referring to large up and down swings in the market over short periods of time. It doesn’t just mean a…
Read MoreThe Value of Doing Nothing in Retirement
For many, retirement can be a struggle to find new ways to stay busy. If you’re approaching retirement, figuring out how to replace the sense of fulfillment you may have had with your work can be difficult. If you’re in retirement, you may already feel restless without your daily occupation. While it’s crucial for your…
Read MoreTrusts vs. Wills – What’s the Difference?
Planning for after your passing can be difficult. But creating a plan for what happens to your estate is highly important for your family and your legacy. If left unattended, your estate can potentially be caught up in arduous court processes and cause disputes amongst your loved ones – and you don’t want to be…
Read MoreThe History of Inflation is Older Than you Think
Inflation has occurred in many different societies throughout history. We think of inflation as a modern economic concept, but in reality, it predates modern history and has been a prevalent part of societies since the first nations and urban areas emerged. Ancient Rome When silver was used as the currency in Rome, the government would collect…
Read MoreGoing “Back to School” on Your Retirement Plan
When you think about your school years, whether your high school, college, or post-grad days, you’ll revisit memorable moments from when you had your whole life ahead of you. Schooling is all about providing students with the tools they need to achieve their future potential. When it comes to retirement planning, the same is true!…
Read MoreA Movie Marathon for a Fun Night In!
Retirement is a time to do more of what you love, whether that’s through an active hobby like hiking or through sports like tennis and golf, or if it’s a relaxing activity like reading, writing, or embracing your creative side with the arts and music. But in retirement, it’s important to take advantage of the…
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