Second home cons From Our President, Home Buying, Hot Topics

Pros & Cons to A Second Home Part 1

When you're daydreaming about buying a beach house, you may not account for the cons of a second home. Learn...

taper talk Market Update

Markets Pull Back as Taper Talk Increases

Last week the markets pulled back as taper talk increased. Learn more about what is happening in the markets with...

life insurance benefits From Our President, Insurance, Retirement Planning

Life Insurance Has A Lot Of Benefits And Benefactors After Retiring

Life Insurance has many benefits. Discover the advantages to having adequate life insurance during your retirement years.

Simone Biles olympics From Our President, Hot Topics

What Simone Biles Taught Us About Wealth, Health, and Happiness

Simone Biles made history in this Olympics by prioritizing her health. What lessons can we learn from her on wealth,...

is upsizing the new downsizing From Our President, Retirement Planning

Retirement Planning Trends: Upsizing Is The New Downsizing

Is upsizing the new downsizing? Learn about this new retirement planning trend and what most retirees are doing with their...

COVID 2.0 From Our President, Hot Topics

Covid 2.0: What This Means for Your Investments

What does the Delta variant and COVID 2.0 mean for your portfolio and investments? Learn how you can prepare for...

winning the lottery From Our President, Happiness

What Would You Do If You Won The Lottery?

What would you do if you won the lottery? Your answers tell you about your happiness and goals - which...

work when you're able to retire From Our President, Retirement Planning

Types of Work When You’re Able to Retire

What are the types of work that you might do after you retire? Learn about the six types of work...

the workout of investing From Our President, Hot Topics, How to Invest

The Workout of Investing

Investing is a habit you can learn, just like working out. Try out these tips and start the workout of...

Serotonin From Our President, Science of Happiness

The Science of Happiness & Money Part 4: Serotonin

Discover how serotonin impacts your happiness, and how you can leverage your serotonin levels with your finances.

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