April 8, 2021

As life’s circumstances change, a family may one day want to transfer ownership of personally owned life insurance to another member of the family, such as a spouse or child. With an ownership change, the life insured remains the same, although the new owner may choose to change the beneficiary.

March 30, 2021

The pandemic prevented many seniors from enjoying two of the most popular and rewarding retirement activities: travelling and volunteering. Now that vaccines are rolling out and the world is starting to reopen, why not catch up on both at once?

“Voluntourism” gives travelers an opportunity to enjoy a new place while also helping those in need. To make sure that your time and money will be well spent, do some homework and answer these five questions.

March 24, 2021

Many aspects of retirement are changing, such as the health and activity level of seniors and a rise in working retirees. But many seniors are still very attached to one traditional retirement goal: selling the family house and moving to a beachfront condo, a golf and tennis community, or another dream retirement destination.

Before you start scouting for a new place to call home, you and your spouse should discuss these four important questions.

March 18, 2021

The work from home movement was accelerating even before the COVID-19 pandemic. Now, after Zooming and Slacking our way through 2020, bosses and employees alike are trying to decide if WFH can and should be a permanent fixture of post-pandemic work culture. If you're thinking of making your home office your office for good, consider these four questions.

March 10, 2021

Legendary advice columnist Pauline Philips, also known as “Dear Abby” once said, “Loneliness is the ultimate poverty” (1). In fact, the theme of loneliness runs quite deep in past and present society, inspiring music, literature, film and a long list of commercial products to alleviate what another great legend, Bob Dylan, described as “endless emptiness” (2). In more clinical terms, loneliness can be described as a subjective feeling related to a lack of social relations or simply a sense of disconnectedness or isolation (3). Many of us have felt lonely at one time or another in our lives – in small amounts, it can be normal and may even give us a moment to reflect and recharge.

March 10, 2021

The Work from Home revolution and pandemic business disruption have motivated many aspiring entrepreneurs to take their shot in 2021. If you’re determined to make this the year that you promote yourself to Founder and CEO, these three tips will help smooth your runway.

March 3, 2021

Our Life-Centered Planning process is designed to help you and your family achieve important long-term goals like buying a house, sending your kids to college, and enjoying a secure and fulfilling retirement.

But the journey to those major milestones begins with the smaller steps that we take every single day. These five daily and monthly actions can grow into money habits that will have a big impact on your financial future.

February 22, 2021

1.(Re)Identify your purpose.

A big reason that so many New Year's resolutions and goals fail this time of year is that they weren’t clear and actionable. In other cases, some folks get so caught up in the positivity of a new year that they set too many targets that aren't important enough to follow through on.

February 17, 2021

Mentoring can be a fulfilling way for retirees to repurpose their professional skills, give back, and stay active. But there's more to building an effective mentoring relationship than just making yourself available for a chat. These four tips will help both mentor and mentee get the most out of their time together.

February 9, 2021

Since the end of January, #YOLO has been a rallying cry on internet message boards where amateur investors have driven up stock prices for video game retailer GameStop and movie theatre chain AMC. And while everyone should have opportunities to build wealth via the markets, we believe this particular group of rebels are only half-right about their investment strategy.

It’s true that “you only live once,” and you need to make the most of the financial opportunities available to you. But that’s exactly why we prefer measured, long-term financial planning to short-term speculation.

February 3, 2021

Many people are discovering that their financial journeys are even more fulfilling when they align their plans with their values. These investing, spending, and giving strategies could help you grow your nest egg while also putting your values in action.

January 15, 2021

COVID-19 forced most of us to adapt to new realities by revisiting our daily habits and financial priorities.