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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...
Five Keys to Authentic Retirement Happiness

Five Keys to Authentic Retirement Happiness

The ability to enjoy our golden years is the same as the ability to be happy People say things like, “When I retire, I am going to be happy,” or “When I don’t have to work anymore, I will be happy.” The truth is, if you don’t think you can be happy until you retire,...

Planning to Bridge the Retirement Savings Gap

Planning to Bridge the Retirement Savings Gap

New IRS limits aim to encourage adequate planning and boost participation The prospect of retirement is a time that many look forward to, envisioning a period of relaxation and enjoyment after years of hard work. However, a recent report from the Congressional...

Retirement Planning: A Map to Changes in 2024

Retirement Planning: A Map to Changes in 2024

Navigating these demands an adaptable approach to financial planning As we kick off 2024, the world of retirement planning is undergoing a fairly significant transformation, as tax brackets, retirement contribution limits, estate and gift tax exemptions, among other...

Relying Solely on Social Security? Please Don’t.

Relying Solely on Social Security? Please Don’t.

Five steps to prepare you for a reduction in social security benefits According to the Social Security Administration, trust funds that supply the program might run out of money as early as 2035. That’s in 15 years. This situation brings a lot of uncertainty to...