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Achieve Financial Goals Using an Athlete’s Mindset

In January, gyms see the highest number of sign-ups. Perhaps the new-year surge of motivation pushes us to start strong with a clear vision of success. But what happens when individuals lose that “beginning of the year mindset?” Athletes are a great example of this –...

Feeling Stuck in the Squeeze? Financial Considerations for the Sandwich Generation

Are you stretched thin caring for both your parents and your children? You're not alone. Many Americans find themselves financially squeezed, caught between caring for their children and young adults, while also providing for their aging parents. Imagine a world where...

Is There a Money Taboo In Your Family?

Have you ever wondered about your family's financial situation but hesitated to ask? You're not alone. Many people are curious about their family's financial health, yet broaching the subject can feel like treading on thin ice. This common experience highlights a...
Turning Hobbies Into Potential Income in Retirement

Turning Hobbies Into Potential Income in Retirement

As we navigate the evolving landscape of retirement, a fascinating trend is emerging. More and more retirees are discovering innovative ways to supplement their income by monetizing their hobbies. This shift not only provides financial benefits but also offers a sense...

Why Do Some People Hold Onto Cash Instead of Investing?

Why Do Some People Hold Onto Cash Instead of Investing?

According to a survey from 2023, only 8% of millionaires would characterize themselves as wealthy these days (1). This surprising statistic suggests that financial security is about more than just the amount of money you have in the bank. One factor that could be...

The Financial Olympics: Are You Going for the Gold?

The Financial Olympics: Are You Going for the Gold?

The 2024 Summer Olympics are being held for the third time in the beautiful city of Paris! This marks a century since the City of Lights last hosted the games in 1924. This event ignites a passion for peak performance. But are you as dedicated to achieving financial...

Understanding the Retirement Bucket Strategy

An investment approach that can help you secure a comfortable retirement Retirement is a significant milestone in one's life, which requires careful planning and foresight to ensure a comfortable and stress-free transition. One effective way to plan for retirement is...