How 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 […]
View ArticleResolutions and goal setting are all the rage this time of year. But as excited as you’re feeling about your New Year’s to-do list, you might be overlooking four important factors that could help you accomplish more in 2022. Values A common reason why so many New Year’s resolutions fail is that, […]
View ArticleThe personal and professional displacement we all experienced during the pandemic has inspired many people to reassess what work means to them. Rather than let these questions linger, it could be productive to approach them with a more formal plan of action, introspection, and recalibration. If your employer offers sabbatical benefits, now might be the […]
View ArticlePut Purpose in Your Financial Planning One of the most important questions we help our clients answer is, “What’s the money for?” After all, if the purpose of your financial plan was just to keep growing your nest egg, then the best financial strategy would be to keep working and growing that nest egg as […]
View ArticleAccording to a 2019 survey by the Society for Human Resource Management, the number of organisations offering informal phased retirement to some employees has risen by 15%. And while more broadly available formal programs are only offered by 6% of companies, many retirees are so focused on building their nest eggs that they never bother […]
View ArticleIn the past year and a half, we spent more time at home – and only at home – than we’d ever anticipated. Now that both the pandemic and our collective cabin fever is starting to decline, many people are reflecting on what lockdowns taught them about their houses and contemplating upgrades. But remodeling isn’t […]
View ArticleBereavement, Charitable Giving, Inheritance Tax Planning, Legacy Planning
Designing an estate plan that cares for your loved ones and makes a positive impact on the world isn’t as simple as deciding who gets how much of what. Your answers to these three questions will help you weigh your family’s unique dynamics and your values as you lay the foundation for a generational legacy. […]
View ArticleSince the end of January, #YOLO has been a rallying cry on internet message boards where amateur investors have driven up stock prices for video game retailer GameStop and movie theatre chain AMC. And while everyone should have opportunities to build wealth via the markets, we believe this particular group of rebels are only half-right […]
View ArticleMentoring can be a fulfilling way for retirees to repurpose their professional skills, give back, and stay active. But there’s more to building an effective mentoring relationship than just making yourself available for a chat. These four tips will help both mentor and mentee get the most out of their time together. 1. Set a […]
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