How to Harness Anticipated Regret
Financial Wellness 10/08/2025

Financial regret is common. In one nationally representative study in which people were asked to name a significant life regret, finances made the top five most mentioned. Ranking ahead of..

The Retirement Balancing Act: Discipline, Strategy, and the Allure of Fun
Personal Planning 10/01/2025

People who are saving for retirement face a number of challenges. There's the effort required to get your finances in order so you can save aggressively. There's the discipline required to stay the..

The Anti-Bucket List
Personal Planning 09/10/2025

As you imagine retirement and the latter part of life, it's natural to think of experiences you'd like to have that would carry great meaning. Maybe it's taking all the grandkids to Disney World..

How Does Losing Your Job Later in Life Affect Retirement?
Personal Planning 09/10/2025

Losing your job late in your career can be life altering. It’s more difficult to re-enter the workforce for someone over 50 and, more importantly, your income stream is interrupted during peak..

Three Big Things People Struggle with in Retirement
Financial Wellness 09/03/2025

Saving for retirement is a big challenge. In order to be able to live without a job, a person needs to accumulate a significant nest egg of assets that can be turned into cash flow. To do this..

Wishful Thinking Is not a Good Retirement Plan
Personal Planning 08/27/2025

Knowledge has its limits. Just because you know all the reasons you should do something, doesn't mean you'll actually do it. For example, there are nurses who smoke cigarettes, paramedics who drive..

How Many Miles is a 401(k)?
Financial Wellness 08/20/2025

Comedian Chip Leighton is known for collecting hilariously uninformed texts between teens and their parents. One of the subject’s teens seem to have little practical knowledge about is money—how you..

The People You Should Talk to Before You Retire
Personal Planning 08/13/2025

Imagine that you get to go on a long-anticipated trip to Hawaii. But instead of going through the hassle of deciding in advance, on the first day of your vacation, you just hop into your car and..

A New Tax Law Has Arrived
Wealth Management 08/06/2025

You’ve likely seen the headlines about the “One Big Beautiful Bill” (OBBB) signed into law on July 4, 2025. It’s a sweeping piece of legislation that expands many of the 2017 tax cuts. It also..