Today we are going to talk about something that has influenced human behavior since the beginning of time. Something that is craved, desired, sought-after, something that people would do nearly anything to attain: happiness.

Money is fluid and your goals and priorities will shift over time, so it is important for you and your spouse to make time for financial conversations. This will both strengthen your relationship and help you get your finances on the right track.

Your estate plan is a great step in setting the framework for your legacy. But estate planning can be intimidating and unapproachable. I’d like to change that narrative today by giving you insight into how you can set up an estate plan that will make your money more impactful.

Some people retire early while others never retire. It is all based on your financial and mental approach as well as progress toward retirement. Many people feel apprehensive about retirement and wish to delay it. Delaying retirement has many benefits that could help you reach your goals. Today, I’d like to discuss the top 4 reasons that delaying retirement could benefit you.

It doesn’t matter that you’ve never wanted a yacht before, you’re feeling an overwhelming fear of missing out. Psychologists call this feeling “FOMO” and believe it explains many things, including the addiction many people have with their phones. They feel compelled to check them every few minutes to make sure they are not missing out on something.

With the myriad of changes that happen when you retire, it is important to know that you have someone on your side who can give you the best advice that aligns with your values, priorities, and goals for retirement and that person is your financial advisor.