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Tackle What You Fear
Financial Wellness02/19/2025

We naturally avoid things that scare us. According to a recent survey by Alianz Life Insurance, a "remarkable" 61% of Americans say they are more afraid of running out of money in retirement than...

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The Exercise of Gratitude
Financial Wellness12/25/2024

The holidays can be a difficult time for many people. It’s also a time of thanks and gatherings with family and friends. Harvard Medical School’s research states, "Each holiday season comes with...

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Four Big Truths that Can Bring Clarity to Your Investing
Financial Wellness12/18/2024

Investing can be overwhelming, confusing, exhilarating, and daunting all at the same time. It takes effort, discipline, and even sacrifice to save a significant portion of your income for retirement....

Student Loan stress
3 Tips for Repaying Student Loans
Financial Wellness11/20/2024

As prices for household goods seem to continue to climb, when student loan payments restart, many people are wondering how they’ll fit these payments in. In this article, learn tips for paying off...

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How Your Psychology Affects Your Investing
Financial Wellness10/30/2024

On its surface, investing for retirement seems to be all about getting the numbers right. Your timeline, your tax strategy, your portfolio allocation, and your income goals are all things that can be...

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Aging Alone Can Work If You Have a Support Plan
Financial Wellness10/09/2024

America has roughly 5 million people aged 65 to 74 who are single and childless.1 While these solo retirees report that they enjoy their independence and added freedom, they are also worried about...

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Why You Shouldn't Count on a Big Inheritance to Bail out Your Retirement Savings
Financial Wellness09/11/2024

In the perfect world and every good Rom-Com and Classic Novel, the protagonist has their life turned around with a surprise inheritance. Not surprisingly, it's a popular idea outside of fiction. And...

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Would You Watch a Boring Movie?
Financial Wellness08/28/2024

In 2023, Columbia Pictures released Dumb Money – a real life underdog story set in the world of investing.1 The movie follows the exploits of an average guy who invests his life savings in the stock...

Thinking older woman on couch
What's Your Retirement Personality?
Financial Wellness08/21/2024

According to research by Drs. Alejandro Murguia and Wade Pfau, there are four main ways people nearing retirement think about money. 1 1. Time-Segmentation Approach The “time-segmentation” approach...

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