Year-End Reflections
Why Now is the Perfect Time to Create Your Estate Plan As we approach the end of the year, many of us find ourselves slowing down and spending more time with friends and family. The holiday season naturally leads to conversations about what matters most – our loved ones, our goals, and how we want to provide for those we …
Can Financial Planning Improve Your Health and Vitality?
When most people think of financial planning, they imagine spreadsheets, retirement projections, or investment accounts. But a well-designed financial plan does more than grow your net worth; it can improve your health, reduce stress, and even add vitality to your life. Let’s explore how. 1. Financial Planning Reduces Stress and Anxiety One of the most immediate and noticeable health benefits …
The Widowhood Curve: Why Retirement Planning Must Include the ‘After’
We recently helped a widowed client navigate the heartbreaking process of getting her affairs in order after the untimely death of her husband. Naturally, these experiences leave us all a bit raw. So, when I saw these statistics, I was stopped in my tracks: 80% of men die married. 80% of women die single. And among those who live to …
