Articles

5 Financial Misconceptions About Retirement

Planning for retirement is often seen as a straightforward task, but misconceptions can undermine even the best intentions. These myths, if left unchecked, can result

When Adult Children Move Back Home

The rising trend of adult children moving back in with their parents—often called “boomerang children”—is reshaping family life and financial dynamics. Driven by high housing

5 Estate Planning Considerations

Creating a comprehensive estate plan is a key step in ensuring your wishes are honored and your loved ones are cared for after you’re gone. Picture two families trying to find their way forward after losing a loved one. For the first family, Sarah’s father had a clear and up-to-date estate plan. His will outlined […]

Don’t Let Comfort Cost You: Status Quo Bias

Many of us are naturally inclined to resist change, especially when it comes to our finances. This tendency is known as status quo bias, where we prefer things to stay the same, even if changing our approach might lead to better outcomes. Whether it’s holding onto underperforming investments, sticking with outdated financial strategies, or avoiding […]

What’s Your Financial “Why” for the New Year?

With wealth comes an expansive list of financial opportunities: paying down debt, upgrading homes, maximizing retirement savings, or supporting future generations. The real question isn’t what’s possible, but what’s most important.  This is where clarity and intentionality come into play. Financial planning, done properly, helps you make choices in alignment with your values.  Establishing the […]

Take a Retirement Test Drive

When we think about retirement, we often focus on financial readiness. But an equally important aspect is how you’ll spend your time. Without the structure