Are You Getting the Most ROL from Your Employee Benefits? Your paycheck pays the bills, but the total benefits you receive can have just as big of an impact on how you feel about the work you do and how that work affects life for you...

Few of us had heard the phrase “social distancing” at the beginning of the year. But now, maintaining safe, hygienic spaces that help limit the spread of the corona virus is just a part of our lives. We thought it would be...

It’s been said that volatility is a tax that investors have to pay for harnessing the wealth-building power of the financial markets. But rationalizing market fluctuations doesn’t make them any less nerve-wracking,...

Three Ways to Avoid the Downside of Retirement When it comes to retirement, it’s easy to dream about the perks: sleeping in, traveling, reading a good book, playing golf––name your fantasy. Even if your retirement is...

This generation of retirees is going to live longer than any in history. Today’s seniors are healthier, more active, and receiving better preventative care. And on top of that, a growing group of scientists is trying to harness...

How are you going to get the best, most fulfilling life possible with the money you have once you retire? Study after study has shown that retirees who spend their time and money on experiences are much happier than those who just buy...

Many people have a complicated relationship with money. Hang-ups carried over from childhood experiences get mixed together with positive and negative experiences from adulthood. Few people ever take the time to reflect on what money...

Time flies when you’re a parent. Just when you’ve wrapped your head around the demands and responsibilities of raising a child, you turn around and your little bundle of joy is ready to head out into the world. This empty...

This is how to make a good decision when life throws you a tough choice No matter how thorough our planning is, life inevitably tosses curveballs at us. Often these challenging moments are linked to major life transitions that affect...

Get Your "House" in Order Before You Retire “Does this spark joy?” Millions of people are asking themselves this question about their homes and possessions thanks to Marie Kondo and her wildly popular decluttering...

Financial Planning is About Making Your Life Plan a Reality Many folks who have just begun working with us are surprised by how our planning process starts. We don’t begin by talking about IRAs, 401(k)s, or how much you’re...

There are many reasons why people who could retire are hesitant to do so. Some people think they need to wait until they’re 65 or older. Some are worried about running out of money. Many parents want to keep supporting their...

Big red arrows, panicked cable news experts, and the echo chambers of our social media feeds can make stock market volatility seem much worse than it actually is. If you’re having trouble keeping a cool head about your own...

Legacy planning is often the last piece folks tackle in their financial planning, because it’s the least appealing to think about. Planning for a robust nest egg that will keep you safe, secure, and fulfilled when you stop...

Throughout my years of guiding Baby Boomers to and through retirement, I have learned that there is simply a lack of knowledge and good advice when it comes to Social Security. Knowing, understanding, and properly applying tailored...