In a perfect world, every money decision we make would be totally rational.
We’d consider all of the facts. Then, we’d balance them with the risks to make the
What financial habits have helped you most in life?
Which ones have held you back?
No matter how you answer those questions, your money habits have a lot to do
What does it take to minimize your tax bill, not just this year but in the years to come?
The answer varies for each individual. Tax optimization strategies
Is your retirement savings on track?
If you’re like most people, you may feel it’s not. In fact, concerns about running out of money in retirement are very
Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud.1
There have been more than
How many of your financial choices are based purely on logic?
It could be fewer than you think.
That’s because most of us make money decisions with our emotions
How many years will your retirement last?
What are the chances you’ll live past 90?
Most of us answer those questions wrong because we don’t have strong longe
When are you going to retire?
How did you make that decision?
Many of us look at finances and health when we’re deciding when to retire.
Whether or not we realize
