Our concept of retirement is undergoing a metamorphosis. Demographic, societal, and workplace trends have all converged to offer a stage of life—at mid-life
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It is important to keep in mind that cultural messages can have a profound influence on your financial attitudes and behaviors. Intellectually you can disagree
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Bringing balance to a busy personal and professional life is truly challenging. In order to accomplish all that seems necessary, most people resolve to work
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Individuals and retirement planning experts alike are recognizing that a successful and satisfying retirement experience depends on more than a healthy nest egg
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The first step to investing in your quality of life is to think about and clarify what is truly most important to you. This is a time to listen to your own
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When you are making a financial decision, do you intentionally weigh the potential risks and rewards? Is weighing that balance more of a rational or emotional
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Life is a continuum—an accumulation of experiences that makes us who we are and influences how we view ourselves and the world around us. As we review these
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The COVID-19 global pandemic and resulting economic uncertainly have had a profound effect on our sense of safety and control. The closest experience that many
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Do you feel “in charge” of your financial life? Or do you feel you are being swept along by a set of circumstances that are beyond your control? Do you take
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Goals are targets—something to aim for. They give life direction. Setting goals is a method of anticipating, planning, and preparing for the future.
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The goal of traditional retirement planning has been to build a “nest egg” of personal savings and investments that will supplement Social Security and pension
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To prosper is to thrive, to flourish, to be successful, to do well. Experiencing prosperity in all areas of life will not only require that you take
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