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You have a first meeting with a new financial advisor, congrats! You’re taking an essential step in forging a path to financial confidence and clarity. But this is more than just a casual chat; it’s a critical conversation to determine if this professional is the right fit for you. You’ll need to equip yourself with…

In our current environment, where political news comes from every direction, it’s important to remember the importance of impartiality in your portfolio. There is a certain allure of aligning your portfolio with your political beliefs, but the lessons of history underscore the significance of maintaining a clear boundary between the two. Here are a few…

Blind spots, in the realm of investing, can be likened to the unnoticed smudges on a pair of glasses. They obscure a clear view of reality, but can easily go unnoticed. In the world of finance, this can have costly implications.  Imagine Sarah, an IT executive. She’s tech-savvy and feels very confident investing in the…

When can you access your savings without a penalty? When should you enroll in Medicare? At what age is it best to collect Social Security?  In the years leading up to retirement, there are a number of key milestones and deadlines to consider. Without careful attention, it’s easy to miss these checkpoints and the consequences…

As you navigate the digital landscape, it is important to be aware of the evolving fraud risks posed by Artificial Intelligence (AI). Scammers embrace AI because it enables them to analyze large amounts of data quickly, identify potential targets more efficiently, and personalize their scams to appear genuine, increasing the chances of success.  By equipping…

The good news? Retirees are living longer. The bad news? Many aren’t planning for it financially. Life expectancy is a key piece of retirement planning. After all, you’ll need to estimate your lifespan to determine how much money you’ll need to retire comfortably. Many pre-retirees speculate on this figure or overlook it entirely. So, how…

Retirement is an exciting phase of life, offering seniors the opportunity to explore new interests, travel, and spend more time with loved ones. However, it can also present challenges in terms of socializing and making new friends.  Research consistently highlights the positive impact of social connections on overall well-being, mental health, and longevity. Friendships provide…

Did you know that 40% of workers today plan to move to a different city or region after they retire?1 This underscores a trend of retirees eager to explore new horizons, trade familiar environments for fresh ones, and even redefine what their retirement living might look like. However, the decision to relocate during retirement shouldn’t…