Young Woman on couch planning
How Your Psychology Affects Your Investing
Financial Wellness10/30/2024

On its surface, investing for retirement seems to be all about getting the numbers right. Your timeline, your tax strategy, your portfolio allocation, and your income goals are all things that can be...

Aging Alone help at computer
Aging Alone Can Work If You Have a Support Plan
Financial Wellness10/09/2024

America has roughly 5 million people aged 65 to 74 who are single and childless.1 While these solo retirees report that they enjoy their independence and added freedom, they are also worried about...

Meeting with Lawyer
Why You Shouldn't Count on a Big Inheritance to Bail out Your Retirement Savings
Financial Wellness09/11/2024

In the perfect world and every good Rom-Com and Classic Novel, the protagonist has their life turned around with a surprise inheritance. Not surprisingly, it's a popular idea outside of fiction. And...

Watching a Movie at Theatre
Would You Watch a Boring Movie?
Financial Wellness08/28/2024

In 2023, Columbia Pictures released Dumb Money – a real life underdog story set in the world of investing.1 The movie follows the exploits of an average guy who invests his life savings in the stock...

Thinking older woman on couch
What's Your Retirement Personality?
Financial Wellness08/21/2024

According to research by Drs. Alejandro Murguia and Wade Pfau, there are four main ways people nearing retirement think about money. 1 1. Time-Segmentation Approach The “time-segmentation” approach...

Understanding IRAS square
Understanding IRAs
Financial Wellness06/26/2024

An individual retirement account (IRA) is a personal savings plan that offers specific tax benefits. IRAs are one of the most powerful retirement savings tools available to you. Even if you’re...

Investment Planning Basics Square
Investment Planning: The Basics
Financial Wellness05/01/2024

Why do so many people never obtain the financial independence that they desire? Often it’s because they just don’t take that first step—getting started. Besides procrastination, other excuses people...

Understand Economy Square
Understanding the Economy: It Depends Who is Doing the Measuring
Financial Wellness04/17/2024

You see one headline that says, "Inflation Finally Under Control," followed by one that reads, "Banks Wary of Further Inflation." A news outlet announces, "Unemployment Near Record Low." Yet on the...

View of money square
Keeping a Balanced View of Money
Financial Wellness04/10/2024

The drive to acquire money can warp your values. Having a lot of it can blind you to key realities about yourself. And when you're obsessed with it, it can act as the yardstick by which you measure...

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