Legendary Women of Finance
In honor of National Women’s Month, we pay tribute to some of the very important women who have made lasting impacts on the world of finance.
The Great Resignation
The Great Resignation
Alternative Investments – Luxury Collectibles, A Growing Asset Class
Alternative Investments
In our new infographic below, we examine a unique alternative investment category — luxury collectibles. Along with the infographic, download our latest article on alternative investments here – https://bit.ly/3gKB4KM
Money Tips for Better Relationships
Money Tips for Better Relationships
Research suggests that 70% of married millennial couples argue about financial decisions. However, when couples work together to address their finances, they may be able to mitigate many of the problems money may cause in a marriage. Grab a copy of our new resource for 10 money tips to build better relationships. https://bit.ly/2RCJOtt
9 Crucial Steps to Ensure You’re Prepared for Retirement
9 Crucial Steps to Ensure You’re Prepared for Retirement
How do you envision your retirement? The answers to that question are very different and very personal for all of us. To help you prepare and decide how you want to live in your second act, you’ll need to cross some important items off your to-do list. Grab a copy of our handy checklist – organized the way we like to work with our clients – to help you visualize how far you’ve come and where you want to go. https://bit.ly/2Pm7S21
The Great Spending Balance
The Great Spending Balance
Your financial life is a balancing act, strung between living in the present and preparing for the future. Saving for retirement may be a focus, but it could feel like you’re missing out on enjoying today. Read on for the 3 key areas where saving big and investing may make a substantial difference in both the present and future alike. https://bit.ly/3oGfpWe
8 Financial Goals for your 40s and 50s
8 Financial Goals for your 40s and 50s
Our clients in their 40s and 50s are faced with many unknowns: How much longer do I want to work? How much longer do I need to work? How much do I need saved for retirement? Am I making good progress? There’s a lot to consider as you approach retirement, but we feel that there are 8 key things that almost everyone should have on their radar. We shared these points in a recent article, and we hope you find them useful. https://bit.ly/3ltL5fh.
What’s Your Number?
What’s Your Number?
Most people will spend 30, 40, or even 50 years working toward retirement, putting a little away each month so that they can enjoy their golden years. But when it comes to retirement savings, how much is enough? There are a few key steps to the process, and we shared our thinking in a recent resource. https://bit.ly/3lhpSW4
8 Financial Goals For Your 40th Birthday
8 Financial Goals For Your 40th Birthday
For investors in their 30s, life can feel busy, hectic, and a bit disorganized at times. How do you focus your time and energy on the things that matter most? There are 8 key goals to focus, and we shared those ideas recently on our website. https://bit.ly/36Cb9PF
