Defining Your Money Values

Defining Your Money Values

Understanding your money values helps to ensure that your financial decisions align with what matters most to you and your family. These values serve as a foundation for making consistent, purpose-driven choices, while reducing financial stress and potential...
5 Financial Misconceptions About Retirement

5 Financial Misconceptions About Retirement

Planning for retirement is often seen as a straightforward task, but misconceptions can undermine even the best intentions. These myths, if left unchecked, can result in financial shortfalls or a less enjoyable retirement. Let’s explore five common misconceptions and...
5 Estate Planning Considerations

5 Estate Planning Considerations

Creating a comprehensive estate plan is a key step in ensuring your wishes are honored and your loved ones are cared for after you’re gone. Picture two families trying to find their way forward after losing a loved one. For the first family, Sarah’s father had a clear...
Take a Retirement Test Drive

Take a Retirement Test Drive

When we think about retirement, we often focus on financial readiness. But an equally important aspect is how you’ll spend your time. Without the structure of a job, it’s essential to have a plan for how you’ll spend your time. One way to prepare is to test-drive your...
Who Was Your First Financial Advisor?

Who Was Your First Financial Advisor?

When we think of financial advisors, we often think of people in suits with charts and financial plans. But our first “financial advisor” is usually someone closer to home—a parent or friend who influenced our money mindsets. While they didn’t provide professional...