10
2025
Managing Risk With Diversification
When you first considered investing, it probably seemed like a good idea to focus heavily on what worked best for you from the beginning. If stocks from a particular company brought you high yields, why not double up on your original investment? The answer is diversification. It may seem counterintuitive, but diversification is a fundamental aspect of risk management, and plays a critical role in...
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07
2025
You’re Wealthy, Now What? How to Navigate Life After Financial Freedom
You’ve done it. You’ve built wealth, found financial freedom, and no longer have to trade time for money. But now that you’ve reached this milestone, a new question emerges: Now what? While many people spend decades striving for financial independence, fewer consider what happens afterward. Without clear goals and a sense of purpose, wealth can become a burden rather than a tool for fulfillment. Here’s...
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05
2025
Love and Money: How To Strengthen Your Relationship Through Financial Transparency
Valentine’s Day is a celebration of love, commitment, and shared dreams. But beyond romantic gestures, one of the most critical—and often overlooked—foundations of a strong relationship is financial compatibility. Money is consistently cited as one of the leading causes of stress in relationships, and financial disagreements are a top predictor of divorce. How Money Affects Relationships Studies show that financial conflicts are particularly damaging to...
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12
2024
27
2024
Navigating Financial Conversations: A Guide to Bridging Generations
The holiday season is upon us—a time filled with joy, laughter, and togetherness. Between the feasts, gift-giving, and festive activities, it may seem like the least ideal time to bring up money. After all, financial conversations can feel awkward, especially when it involves aging parents or your kids. But the holidays present a unique opportunity: family members are gathered, and there’s often a natural focus...
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20
2024
Your Money Check-Up: Why an Annual Financial Exam is Key
When was the last time you sat down and thoroughly reviewed your finances? If your answer is “I can’t remember” or “never,” you’re not alone. Life gets busy, and managing your financial health often takes a backseat to more immediate concerns. However, just as you schedule annual physicals to maintain your physical health, an annual financial check-up is essential for your financial well-being. Here’s why...
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14
2024
Shop Smarter: 4 Financial Tips for Navigating Black Friday & Holiday Shopping
As Black Friday approaches, shoppers everywhere are gearing up for deals and discounts, eager to check items off their holiday wish lists. While these sales events can be a great opportunity to save, it’s easy to overspend if you’re not careful. Here are four financial tips to help you shop smarter during Black Friday and the holiday season. 1. Create a Budget and Stick To...
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16
2024
Planning for the Long Haul: How Longevity and Health Shape Your Retirement Strategy
When planning for retirement, most people focus on saving enough money to cover their expenses after leaving the workforce. However, one crucial factor that often gets overlooked is longevity. We are living longer, and while a longer life offers the potential for more experiences, it also increases the time your retirement savings need to last. As longevity continues to increase, the way you manage your...
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02
2024
5 Moves To Make Now If You Plan to Retire in 2025
Retirement is a significant milestone, especially if you’re just a year away from reaching your financial freedom. While the excitement of no longer working can feel liberating, it also comes with financial responsibilities that require careful planning. With 2025 on the horizon, there are key financial steps you can take now to help with the transition into this new chapter of life. Reassess Your Retirement...
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25
2024
4 Common 401(k) Rollover Mistakes
Deciding what to do with your 401(k) when changing jobs or retiring is an important step in managing your retirement savings. Rolling your 401(k) to an IRA is a popular option for many investors. In fact, according to data from the IRS, in 202o, about 5.7 million people rolled a total of $618 billion to IRAs. However, this process can come with potential pitfalls that...
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