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Use a Lifetime of Skills to Give Back During Retirement

Pensions, Retirement

The professional skills you’ve honed during your career are still incredibly valuable even though you’re retired. Rarely has there been a greater need for talented and dedicated people with a wide variety of abilities to pitch in and help their communities tackle some significant problems. But giving back is also good for you. Many studies […]

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Be Resilient and Gain Personal Momentum Coming Out of the Covid-19 Pandemic Part 2: Growth Through Adversity

Financial Planning, Market Commentary, Retirement

In Part 1 of this series, Dr. Beth Kurland and retired Commander David Sears of the U.S. Navy SEALS shared three habits they believe will help folks build momentum as we – hopefully – continue moving towards the end of quarantine. By focusing on the present, embracing the positive, and leveraging our relationships and routines, […]

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Use Free Time to Think About Retirement

Financial Planning, Retirement

The coronavirus pandemic has forced many older workers to reassess their careers and how they view retirement. Folks who are fortunate enough to be working from home might be coping with a mix of technological hurdles, while also enjoying more family time and more flexible hours. Too many others nearing retirement are facing real financial […]

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Stay on Track, Continue to Give to Others

Market Commentary, News

The coronavirus pandemic has created a very uncertain market environment right now. However, your long-term financial goals are probably still the same: moving home, getting your children or grandchildren through university, starting your own company, giving back, and retiring on your own terms. The path towards those goals might have swerved a little in the […]

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5 Ways to Make Social Distancing More Social

News

Few of us had heard the phrase “social distancing” at the beginning of the year. But now, maintaining safe, hygienic spaces that help limit the spread of the coronavirus is just a part of our lives. Here are 5 ideas on how to make social distancing a little less isolating. 1. Set a schedule. We […]

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The plan is the path

Uncategorized

None of us planned for this. But your financial plan does have mechanisms in place that will help you get through this tough patch with the coronavirus and the financial market volatility. The key is not letting heightened emotions and bad headlines steer you towards decisions that could have a negative impact on your finances […]

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We Plan for a Reason

Financial Planning, Market Commentary

We’re still in the early stages of understanding how the coronavirus outbreak will affect global health care and economics for the rest of the year. However, when we look at your most recent financial plan, we can see events that we’ve been anticipating for quite some time: children heading off to university, home upgrades, holidays, […]

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Cornavirus and market volatility

Market Commentary, News

Brief Update on Current Market Volatility We want to take a moment here and update you on our thoughts related to the coronavirus and its impact on the financial markets, and, ultimately, on your personal financial situation. Going into this New Year, many stock markets around the world were trading near all-time highs including major […]

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