What to consider when retiring shouldn’t only be about the dollars and cents. It should also be about how you can use your money as a means for enjoym...

How we view marijuana is constantly changing in America. Gone are the “just say no” attitudes. Instead, over the last several decades, there has been ...

One of our greatest gifts as financial advisors is hearing about our clients’ dreams, life lessons, and future plans. Because our clients have spent d...

Saying goodbye to your 9-to-5 may also feel like you’re saying goodbye to a piece of yourself.

  Mark and Tracy were raised in working-class families that never talked about money. At ages of 63 and 56, the two college-educated software engineer...

Retirement marks a new exciting chapter of life. One that should be filled with the things that you love and value; whether that be sampling the cuisi...

No matter who you are, retirement is a big deal. Planning for retirement can take up a lot of time, and that means it’s important to approach it in th...

By now, you’ve probably either read one of Marie Kondo’s books or watched her show “Tidying Up” on Netflix. Kondo’s philosophy is that a cluttered hou...

The longest government shutdown in U.S. history ended after 35 days on January 25, 2019. A temporary appropriations bill extended funding for shuttere...

As you enter a new chapter of your life, a number of changes from your day-to-day habits to your spending patterns will likely change. As you’re getti...

When you think of retirement, you may automatically hear sounds of Jimmy Buffett playing in the background as you sit on a white-sand beach with a piñ...