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Your Pre-Retirement Checklist

Preparing for retirement is about more than saving enough money. Retirement is a new chapter of your life. Many things will likely change—including your lifestyle, priorities, goals, etc. Part of preparing for all these changes is making sure you’re financially prepared as well. It may feel daunting, but breaking it down into actionable steps can simplify […]

How To Find A Good Financial Advisor

For help handling their finances, many people seek out the advice of a financial advisor. But not all financial advisors are created equal. Finding the right advisor is a big decision that can have a major impact on your financial future. Even though it’s a decision that should be made thoughtfully and purposefully, that doesn’t […]

How to Handle a Windfall or Inheritance

A sudden windfall can be exciting, but it can also be overwhelming. We’ve all heard stories of people who receive vast fortunes only to squander away the entire sum. Without a plan, it’s easy to start spending with the intention to only spend a little, but soon realize you’ve spent far more than you meant […]

Financial Advice for Retirees: Financial Planning Post-Retirement

We don’t often think about financial planning post-retirement, but we should. After you retire, you no longer have the same steady income that you had previously. This requires some adjustment in how you think about your finances. Continuing to periodically update your financial plan throughout your retirement is important. Here are some key tips for […]

Robo Investing vs Human Advisors: Pros & Cons

Technology has impacted nearly every aspect of our lives. In the world of finance, one of the biggest technological changes has been the rise of robo investing. Many people, especially younger individuals who have grown up with technology, are moving away from relying solely on human financial advisors. Instead, they are using robo investing either […]

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