Wealth Advisor Jeff Johnson explores some tools to help you develop or adapt intention, purpose, connection and – importantly – community for every day and week of your life in retirement. By Jeff Johnson “Look before you leap” was a bit of good advice I received from my dad as I ventured into college, a …Read More.
Wealth Advisor Connie Brezik looks at why one of the best gifts you can leave your heirs is education about money in general and your financial affairs specifically. By Connie Brezik One of the best gifts you can leave your heirs is education about money in general and your financial affairs specifically. This can include …Read More.
Many see investing as the key to financial success, but it’s budgeting that really unlocks the door. Wealth Advisor Bethany Ketron on how to balance your current expenses and future goals in just six steps. By Bethany Ketron Budget. It’s a term that strikes fear in almost everyone at one time or another. But, while …Read More.
When evaluating how much your reinsurance fund costs, don’t just look at the expense ratio. Rather, writes Larry Swedroe, look at the value it adds relative to the expense ratio. By Larry Swedroe The reinsurance industry’s existence presents an opportunity for investors to add an asset, through participation in its business, with “equitylike” expected returns …Read More.
Got goals? Wealth Advisor Connie Brezik looks at a practical way to remove obstacles, solve problems, and find peace in 2020. By Connie Brezik As you start 2020, take a deep, meditative breath and envision how much easier your life could be if certain obstacles were removed and nagging problems were solved. What if you …Read More.
Know a reluctant spender? Someone who sees it as part of a proud lifestyle, a badge of honor? Wealth Advisor Connie Brezik offers ways that even ardent savers can feel more secure about spending money in retirement. By Connie Brezik Old habits are hard to break. You may have been raised in a household where …Read More.
So pleased to see The Wall Street Journal recognize the latest work from Larry Swedroe and Kevin Grogan as a must-read for its insights on financial health and well-being in retirement. So pleased to see The Wall Street Journal recognize the latest work from Larry Swedroe and Kevin Grogan as a must-read for its insights …Read More.
Material wealth is not required to help, affirm and build up others through an investment of time or influence. Tim Maurer shares a poignant reminder that we don’t have to wait on an estate to forge a legacy. By Tim Maurer Estate planning is one of the most technical—and terrifying—topics in the broad practice of …Read More.
Elliot Dole covers some foundation aspects of legacy planning, which often being with defining common values and shared beliefs. By Elliot Dole Families who have determined that they’ve accumulated more wealth than they expect to spend in their lifetimes often approach legacy planning looking primarily for tactical help and technical expertise. They may come to …Read More.
Should you use available income to first pay down debt or instead invest it for the future? The answer may be part science and part art, but Wealth Advisor Kurt Wunderlich breaks down how both can inform your financial plan. By Kurt Wunderlich Today’s young professionals often begin their careers staring at a mountain of …Read More.