Become a SuperAger for a Higher ROL Northwestern University’s SuperAging Study defines a “SuperAger” as a person in their 80s whose cognitive function is comparable to an average middle-aged person. These are the “sharp” seniors who keep learning, keep growing, and keep adapting to whatever life throws at them. SuperAgers also lose brain matter at […]
View ArticleBereavement, Financial Planning, Inheritance Tax Planning, Legacy Planning
Ensure Your Life Wishes Are Granted Through Effective Estate Planning Legacy planning is often the last piece folks tackle in their financial planning, because it’s the least appealing to think about. Planning for a robust nest egg that will keep you safe, secure, and fulfilled when you stop working? Fun! Deciding what to do […]
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View ArticleHow Frauds Work and How To Avoid Being a Victim* If you are stung and become a victim of fraud, the perpetrators won’t be as nice as Paul Newman and Robert Redford, and you’ll probably never get your money back. An Independent Financial Adviser who’s a member of an advisers’ social media group of which […]
View ArticleSMART Goals for New Year’s Resolutions Are you setting a goal to “get healthy” in the New Year? You might be setting yourself up for failure before the New Year even starts. It’s not that your goal is bad or impossible. Your goal just isn’t SMART enough. But with a few tweaks, you can establish […]
View ArticleEmpower Yourself by Recognising Your Freedom to Choose “When we are no longer able to change a situation, we are challenged to change ourselves.” Viktor Frankl We may not always be able to control the circumstances of a given situation we find ourselves in. But we always have the freedom to choose how we respond. […]
View ArticleCould Extending Your Holiday Be Worth it? Remember those days during your career when just carving out a free weekend for a holiday felt impossible? Now that you’re retired, time is no longer an issue! You’re free to travel where you want, when you want, for as long as you want. And, for […]
View ArticleWhat Did You Learn Today? “In a world of change, the learners shall inherit the earth, while the learned shall find themselves perfectly suited for a world that no longer exists.” ― Eric Hoffer It’s never been easier for adults to continue to learn after completing their formal education. Online universities, TED talks, […]
View ArticleHow to Spend More and Get More ROL in Retirement For many clients who spend their entire careers following a financial plan, saving and investing isn’t just a commitment, it’s a mindset. And it can be very challenging for the, to switch from a “saving” to a “spending” mindset once they do retire. It’s […]
View ArticleThe challenges of the last couple years have filled many of us with uncertainty about the present and concern for the future. How might you balance in-the-moment enjoyment with your family’s long-term security? Give yourself permission to spend. Old-fashioned financial planning puts a heavy emphasis on saving and investment goals you […]
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