Financial Objectives
Often jargon like "financial objectives" muddies the water around our money conversations. What do we really mean, and how do we target goals that make [...]
Giving Your Retirement a Trial-Run
With many major purchases in life, we often have the opportunity to test out or experience the products we’re buying. We can test drive a [...]
How Will We Vacation This Year?
Summer fun, the longer days and warmer evenings, as well as vacation for our school-age children, means we're all feeling ripe for a little extra [...]
Quarterly Review: A Strong Start to the Year
A STRONG START TO THE YEAR The momentum from 2023 carried over into the new year, resulting in a strong start to 2024. The upward [...]
Strategies with Trusts
How could a Trust help with Legacy Strategies? When might a revocable trust be good, versus an irrevocable trust? Join us for this short talk [...]
Knowing the Best Investment Approach for Your Retirement
When folks are preparing for retirement, they have a strategy to try and save, put money into an invest account and try to see it [...]
Retirees Underestimate the Importance of IDENTITY
It’s essential for retirees to understand their identity. When working, many folks have an identity tied to their work and the family responsibilities that consume [...]
2023 Mid-Year Assessment
Mid-year is the perfect time to assess where we are compared to the tumultuous fall of 2022. Watch the video, or read below for more [...]
Some Good News (At Last) For Long-Term Care Insurance
Interest rates are up, and many insurance carriers are reaping the benefits. Most invest a substantial portion of premiums in fixed-income securities until the money [...]
Local Fiduciary Releases MaxAMAZING™ Your Retirement, book and TV show
Local fiduciary Len Hayduchok, a certified financial planner and certified life coach, recently released his book, “MaxAMAZING™ Your Retirement: A Practical Guide for an Enjoyable and [...]
