Estate Planning Essentials Everyone Should Review This Fall
Personal Planning 09/23/2026

Fall is often a season of preparation and planning, making it an ideal time to review your estate plan. While many people associate estate planning with the wealthy, it is an important part of..

Are Your Investments Aligned with Your Long-Term Goals?
Personal Planning 08/19/2026

Many investors set a financial plan and investment strategy, but over time, changing market conditions, life events, and shifting priorities can cause their portfolio to drift away from its original..

Plan to Limit TV and Social Media in Retirement
Personal Planning 07/29/2026

Have you ever spent the work week daydreaming about everything you’ll finally get to do on the weekend—only to have Saturday arrive and find yourself scrolling your phone instead? It’s a familiar..

Avoiding Retirement Disaster by Using Inverted Thinking
Personal Planning 07/15/2026

Overthinking a purchase before you make it is common. Googling reviews and potential issues may be part of your process. At first glance, this approach might seem a bit pessimistic. In practice, it’s..

Why It's Important to Have a Tax Strategy
Personal Planning 05/13/2026

Now that the April 15 filing deadline has passed, many people are eager to put taxes out of sight—and out of mind. After all the time spent gathering documents, running numbers, and finding out..

Create a Digital Estate Plan
Personal Planning 05/06/2026

Imagine a family member has an unexpected medical event, and unfortunately that family member can no longer communicate. This happened to me when my father had a traumatic fall and lay unconscious..

Transitioning to Retirement
Personal Planning 04/22/2026

High achievers tend to have a hard time making the jump to retirement. This may be true for a number of reasons. Some identify strongly with their work and feel concerned about their ability to move..

The Persistent Cost of Doing Something
Personal Planning 04/08/2026

Have you ever known someone who is absolutely committed to getting the lowest price for gas? They're willing to drive miles out of their way to save a nickel per gallon. And they derive deep..

When it Comes to Retirement, Men and Women need to Plan Differently
Personal Planning 04/01/2026

Back in 1992, relationship counselor John Gray published Men Are from Mars, Women Are from Venus.1 The book was a huge best-seller, not because Gray had discovered some startling new fact, but..

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