Planning for retirement can seem like an overwhelming task. You may worry that you do not have enough assets to last a lifetime or that an unexpected expense could derail your retirement planning efforts. If you are unsure of your level of retirement security, you may benefit from scenario planning.   Scenario planning is an … Read more

In many households, one person emerges as “chief financial officer” (CFO), or the person primarily responsible for managing the finances. This arrangement can make sense, as it can be difficult for two people to share financial responsibilities equally. However, this practice can also create problems if both partners are not aligned in their vision of … Read more

Retired couple hugging in forest

As you plan for retirement, it is important to ensure you have enough savings and an appropriate investment allocation. However, one commonly overlooked aspect of retirement planning is taxes. The amount you pay in taxes can have a big impact on your ability to live the lifestyle you want in retirement, which is why it … Read more

Smiling man driving a car

If you spend time worrying about your finances, you are not alone. According to the American Psychological Association, 72% of adults recently reported feeling stressed about money some of the time, and 22% reported experiencing extreme stress related to financial concerns.[1] One major cause of stress can be feeling like you have lost control of … Read more