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What’s Your Retirement Adventure List?

Apr 5, 2024

Our concept of retirement has shifted to a more active lifestyle. We’re living longer, and for some people, we’re retiring at an earlier age. For these reasons, when I develop retirement plans for clients, I ask about their physical health. Most people can expect to...

Chasing Happiness

Apr 4, 2024

Are you chasing happiness? Are you always asking yourself if you are happy? When discussing money with clients, my conversations validate how we all have different definitions of happiness. Some people define happiness by the things they want to accumulate. Others...

How to Reach Your Professional Aspirations

Apr 3, 2024

With the first quarter of 2024 behind us, block off time to review your professional goals. Are you on track to achieving what you want from your profession? Most firms include goal setting as part of their annual review. However, it’s usually tied to performance. And...

10 Things to Address After Your Divorce

Apr 2, 2024

You’ve signed your divorce settlement and are ready to move forward with your new life. Even though you’ve been through a lot during your divorce process, there are still more financial things to address. Here are ten things you need to address when your divorce is...

What To Do For Upcoming Family Events

Apr 1, 2024

With spring, you may find yourself surrounded by invitations to family events for graduations and weddings. As you plan to attend these family events, pay attention to your aging parents. They may need your help. You may see your parents as strong and independent. But...

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