Every day, you’re inundated with information. From social media to texts, phone calls, emails, and news alerts—it’s incredible how much information we process regularly. So, when it comes to handling your finances, it’s natural to think that the information you hear repeatedly is the best advice to follow. After all, plenty of people are making a living sharing financial advice online (we refer to … [Read more...] about 5 Big Lessons Popular Personal Finance Advice Gets Wrong
Life and Money
Retire Early, Live Slow: Navigating the Transition to a Leisurely Lifestyle
The traditional view of what retirement should be is quickly fading in the rearview mirror as Gen X and Baby Boomers are flipping the script on what your post-career lifestyle can look like. An increasing percentage of pre-retirees are now planning to retire early (at age 62 or earlier), and it’s becoming more common to see people opting for an alternate lifestyle once they do take the retirement … [Read more...] about Retire Early, Live Slow: Navigating the Transition to a Leisurely Lifestyle
How Do I Choose a Health Insurance Plan During Open Enrollment?
Open enrollment is just around the corner for many of our clients, so we’re gearing up to help them choose their company benefits. This is one of the ways we save our clients the most money: by revamping their company benefits. Maybe you chose your company benefits a few years ago and haven’t looked at them since. Well, I highly encourage you to pull out that giant booklet and start … [Read more...] about How Do I Choose a Health Insurance Plan During Open Enrollment?
How to Financially Prepare For the Unexpected
Nobody likes thinking about the worst-case scenario. Mass layoffs at work, a broken pipe that floods the house, or sudden death in the family are so many ways our lives can change instantly. But just because they’re hard to think about doesn’t mean you shouldn’t consider the possibility of an unexpected event. You owe it to your financial wellness to prepare for the “what ifs” in life. Being … [Read more...] about How to Financially Prepare For the Unexpected
What Does Financial Independence Really Mean and Is It Achievable for You?
You’ve probably heard the phrase “financial independence” thrown around a time or two — but have you ever stopped to consider what it really means? As you work hard building your savings and growing your net worth, it may be worthwhile to consider what you need to do in order to achieve your own version of financial independence. Here’s a look at how the industry has traditionally defined this … [Read more...] about What Does Financial Independence Really Mean and Is It Achievable for You?
5 Telltale Signs You Might Need a Financial Advisor
When you think of people who use financial advisors, you may not consider yourself the right demographic. But it may surprise you that plenty of advisors cater to people who aren’t retired millionaires. There are plenty of reasons for younger people to engage with a financial advisor well before retirement age. If you’re wondering if it’s the right time to speak with a professional about your … [Read more...] about 5 Telltale Signs You Might Need a Financial Advisor