Jan 21, 2020 | Investment Management, Money Stress, Retirement Plan, Travis Maus
According to various studies and publications, the average age of financial advisors is somewhere between 51 and 55 years, with 38% expecting to retire in the next 10-years. But does the age of your financial advisor really matter?For most of your life, a financial...
Jan 15, 2020 | Amy Michaels, Money Stress, Retirement Plan
Like every New Year we start with the best intentions by setting goals for ourselves.From our own personal experiences, we realize that a lot of these goals are already broken early in the year, so we decided to focus this article on habits to work on rather than...
Jan 15, 2020 | Amy Michaels, Money Stress, Retirement Plan
Yes, we all hate the word “budget,” but one thing many people don’t realize is that the word budget can mean a lot of different things. It doesn’t necessarily mean that you have to set strict limits for yourself on all your favorite things (dining out, shopping,...
Jan 14, 2020 | Amy Michaels, Money Stress, Retirement Plan
As we embark on a New Year and a new decade, this is the time we all begin to take stock of where we are, and we think about ways to improve our overall lives and well-being. What can we do this year that we may not have gotten around to last year? How can we be...
