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The Psychology of Spending: Mindful Money Habits

Understanding the psychology of spending is crucial in today's consumer-driven society. On the surface, our consumption habits are about fulfilling needs or wants. However, delving deeper, we find that psychological factors significantly influence our spending habits. In personal finances, 'mindful money habits' indicate a financially conscious and thoughtful approach to spending and saving. To shift [...]

By |2024-07-05T14:00:23-04:00July 5th, 2024|Blog, Financial Planning, Psychology|

Your Finances Support What Matters in Life

When you think about your finances or financial topics, you probably think of the stock market, inflation, interest rates, valuation ratios, and other complex concepts. Well, forget all of that. The truth is your financial security is a cornerstone of a fulfilling and meaningful life. Whether the minutia makes sense or makes your head spin, [...]

By |2024-07-01T10:34:37-04:00July 1st, 2024|Blog, Financial Planning|

Smart Money Moves: Financial Tips for Building Your Vacation Fund

An escapade to an exotic getaway or a relaxing vacation provides an opportunity for rejuvenation. However, these leisure vacations often come with a price tag. Establishing a vacation fund is crucial to enjoying your holiday without financial strain. Here are some practical tips to help you build your vacation fund effectively. 1. Establish a budget. [...]

By |2024-06-28T10:06:57-04:00June 28th, 2024|Blog, Financial Planning, Travel|

7 Steps to Help You Plan for Retirement

Wealth preservation is essential for many individuals but warrants a specific focus for those nearing retirement. Understanding the complexities of wealth preservation is crucial, particularly for pre-retirees. Today's pre-retirees may need a more detailed retirement plan, whether due to inheritance, accomplishment in the corporate world, or entrepreneurial fulfillment. Regardless of how one acquires wealth, it's [...]

By |2024-06-24T10:26:06-04:00June 24th, 2024|Blog, Retirement Planning|

Tennis vs Pickleball: Which Will You Play This Summer?

Two popular options that offer fun and fitness are tennis and pickleball. Both sports have their unique characteristics and appeal to different audiences. Let's explore the features of each and consider which one might be the ideal choice for your summer recreation. Tennis is a long-standing favorite among sports enthusiasts, known for its tradition, athleticism, [...]

By |2024-06-21T13:17:09-04:00June 21st, 2024|Blog, Health & Wellness, Lifestyle|

Answers to Your Questions About Healthcare in Retirement

When planning for retirement, it's essential to consider the potential medical expenses that come with aging. Here are some key questions we get a lot when we talk with clients about medical expenses in retirement. Question 1: How much will healthcare cost you? When estimating your medical expenses in retirement, several factors come into play, [...]

By |2024-06-17T02:28:43-04:00June 17th, 2024|Blog, Healthcare|

Five Books on the History of Finances

In the intricate web of human history, the evolution of finance has been a driving force, shaping economies, cultures, and societies. From the origins of money and debt to the mechanisms of modern financial systems, the interplay of finance and civilization has been a compelling narrative woven through the annals of time. In this article, [...]

By |2024-06-14T10:57:12-04:00June 14th, 2024|Blog, History|

Balancing Income and Growth in Your Retirement Portfolio

First of all, if you’ve made it to your retirement, congratulations! But we do have some other news: you’re not done working yet! Now that you’ve entered your golden years, you’re going to have to build up income strategies to make sure that your money will last for the rest of your retirement. The trick [...]

By |2024-06-10T03:19:14-04:00June 10th, 2024|Blog, Investment Strategies, Retirement Income|

How to Visit Amazing National Parks…For Free!

National parks are one of this country’s greatest cultural and natural assets. Exploring them in retirement can be enriching, fulfilling, and grounding in indescribable ways. But such a trip can be expensive. That’s why we’ve compiled this list of dates when national parks are free to help protect your budget as you live the enriching [...]

By |2024-06-07T10:40:09-04:00June 7th, 2024|Blog, Travel|

Why You Shouldn’t Postpone Your Retirement Contributions

You may be thinking that you’ll save for retirement later. Right now, there are bills to pay and things you want to do with your money, so retirement isn’t on your radar. You may also be thinking, “How impactful could just a small amount of money saved really be for me—will it make a difference?” [...]

By |2024-06-03T02:37:34-04:00June 3rd, 2024|Blog, Financial Planning, Retirement Planning|
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