As you accumulate wealth, one of the most common questions is whether to manage your investments or work with a financial advisor. In today’s blog, we’ll explore the pros and cons of each approach and highlight considerations as your wealth grows. Do-it-yourself (DIY) investing has become increasingly popular with the rise of online brokerage platforms, easy access to information, and the ability to trade with minimal fees. Many people find the idea of managing their own money empowering. However, it’s […]

If you will be retiring in the next five to ten years, you should look for ways to improve your financial well-being during your final working years. Imagine retiring without a comprehensive plan that will help you navigate managing the wealth that will support your lifestyle and financial security for the next 30 years or more. This is where financial health and well-being will play a major role in the success of your retirement. Financial health isn’t solely about having […]

“The best time to start planning was yesterday; the next best time is today; tomorrow is not a viable alternative.” This saying explains the value of proactive planning, especially when identifying your financial goals for retirement. Comprehensive financial planning is critical for sustainable retirements that may last 30 years or more. Lifespans are increasing, families are changing, securities markets fluctuate, and costs continue to increase—in particular, healthcare. Today is a good time to review the key provisions of your current […]