Webinars

Understanding Long-Term Care Planning: What You Need to Know

As we age, the prospect of needing assistance with daily activities becomes more likely. Planning for long-term care (LTC) ensures that you or your loved ones will have access to the support needed, while avoiding financial strain. Below, we’ll explore some common questions about long-term …

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I Finally Found the ‘Why’ in My Career. You Can, Too.

Published by Grant Nieland, CFPⓇ At some point in all of our working lives, we ask ourselves “Why am I doing this job?” or “Why did I choose this career?” I have asked myself that question at every position I’ve held over the past 10 years and it was hard to find answers. That is, …

3 Steps to Financial Independence: Ready Yourself for Retirement

The most basic goal should be to arrive at “your figure” for financial independence – or as I like to say, that time when I can work because I feel like it and not because I must. The problem is, many people aren’t hitting that goal – or even know how to set that goal.

The 4 Pitfalls of No Plan

There are some things in life you just can’t plan for: an unexpected illness, job loss, death of spouse, disability…While these major events can impact your life, having an effective game plan can help ensure that it doesn’t ruin your financial well-being.

If It Doesn’t Challenge You, It Won’t Change You . . .

Published by Teresa Milner Have you ever participated in a fitness challenge? The purpose of the challenge is to help you accomplish your fitness goals; i.e., losing weight, increasing muscle mass, etc. The same concept can be applied to money challenges. Money challenges can be used to acc …

Pass the Turkey! – Financial Tips for the Season of Giving

As the year begins its close, traditions start to appear. From the silverware for feasts, to the tacky lawn decorations the kids love, to the choice of holiday movies, traditions remind us of who we are. There’s a story behind almost every detail, whether it’s grandma’s antique table runner …

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