Articles, resources, and tips to support your journey toward financial well-being
Amid 2020 financial predictions and new laws, you may be wondering if anything is under your control. The Setting Every Community Up for Retirement Enhancement (SECURE) Act that was signed…
Read More about: Focus on What You Can Control to Improve Your Financial Well-Being
The holiday season has come and gone. It was the time of year when every red-and-green light display and jingling bell reminded Janice Boss that she is, for the most…
Read More about: What’s It Like to Retire Without a Partner?
It’s the beginning of a new year, and many of us make resolutions to improve our lives and make changes. Eat healthier, lose weight, cut down on alcohol — you…
Read More about: Tackling Your New Year’s Resolutions? Don’t Forget About Your Finances!
It’s never too early to think about housing in later life. To help you start taking action, think about the image you have of your future self. The ideal situation…
Read More about: Housing in Later Life: Making the Right Choice
According to AARP, baby boomers expected to take four to five trips during 2019. Retired boomers who plan to travel more might even exceed that pace once they’re no longer…
Read More about: Add Adventure to Your Retirement with Non-Traditional Travel Options
Anyone who’s retired in the past 10 years has been very fortunate. They’ve experienced a massive bull market and they may even have a higher net worth today than when…
Read More about: How Can Retirees Prepare for and Survive the Next Bear Market?
Your legacy isn’t just about your assets. Over your life, you’ve hopefully come to appreciate what your money can and cannot buy. Writing a Legacy Letter can help your heirs…
Read More about: Using a Legacy Letter to Preserve Your Life’s Lessons for Future Generations
No matter how thorough our planning is, we are sometimes faced with tough decisions. Often times, these challenging moments are linked to major life transitions that affect our families, our…
Read More about: How to Make Good Decisions When Life Throws You Curveballs
Volatility in the markets is normal. It’s been said that volatility is a tax that investors have to pay for harnessing the wealth-building power of the financial markets. Knowing this…
Read More about: Don’t Let a Volatile Stock Market Interrupt You Living the Good Life
Jeanne Carlson Smith, founder of Marca Life Planning, is profiled this month in Investment Advisor magazine, one of the financial services industry’s most widely-respected magazines. The feature shares how Jeanne…
