Retirement Myths: 6 Common Misconceptions Revealed

Retirement Myths 6 Common Misconceptions Revealed

When you think of retirement, what comes to mind?  Serene beachfront properties?  Endless rounds of golf?  Adventures traversing the globe?  Limitless time for family and hobbies?  Or perhaps you’re a go-getter, one who sees retirement as their second act, whether starting a business or taking on an enjoyable part-time job?  Whatever your retirement dream looks […]

Year-end Financial Checklist: Five Key Considerations Before Ringing In The New Year

Year-end Financial Checklist: Five Key Considerations Before Ringing In The New Year

As the countdown to 2024 begins, our mind naturally gravitates toward goals, whether it be personally, professionally, or financially.  For many, year-end is a time of reflection.  We look back to what’s been achieved thus far and begin setting our sites on new ambitions.  It’s also an ideal time to take a temperature of your […]

Five Things to Consider When Choosing a Financial Advisor After Divorce

Five Things to Consider When Choosing a Financial Advisor After Divorce

On the day we say, “I do”, we look lovingly into our partners eyes and think our love will last forever.  We secure each other’s wedding ring into place and together embark on a new journey, one that’s filled with hopes and dreams for what’s to come.  Unfortunately, not every story has a happy ending […]

Five Ways to Help Your Teenager Begin Planning for Their Financial Future

Five Ways to Help Your Teenager Begin Planning for Their Financial Future

I remember the good ole’ days when my view of the world was four feet from the ground and a dollar earned after cleaning my room made me feel like a millionaire!  As I grew older, that dollar didn’t stretch quite as far, and my teenage eyes yearned for more.  It’s this moment in life, […]

Artificial Intelligence in Finance: Knowledge vs. Wisdom

Artificial Intelligence in Finance_ Knowledge vs. Wisdom

Remember when Artificial Intelligence (AI) was only a dream on the silver screen?  We watched in fascination and fear as Hollywood told the story of how AI might change the landscape of our world – robot vs. human, organic vs. machine.  While we knew AI would become a reality one day, for years it remained […]

I Qualify for Medicare This Year… Now What?

Medicare

In the blink of an eye, time passes, and you finally qualify for Medicare this year… A significant mile marker, indeed! Chances are you’re sitting there, head in hand, thinking “Now what?” Up to this point, you’ve likely heard about the alphabet that is Medicare, and you may have even done some homework of your […]