Pickleball, a rapidly growing sport with over 4.8 million U.S. players, combines fun, mental engagement, and physical activity, making it ideal for retirees. Learn about the rules and origins of the game.

Five financial planning topics for new grads: create a budget, manage student loans, build an emergency fund, save for retirement, and maintain good credit. Share these essentials with the student in your life to help set the stage for their financial stability.

Retirement doesn't have to be the end of your working life. In fact, staying active in the workforce during retirement can offer numerous benefits. From maintaining mental agility to enjoying financial perks, discover how working in retirement can enhance your life. (Article)

Stock quote: "Thoughts in your head are really no different than the sound of a bird outside. It is just that you decide that they are more or less relevant." Well Balanced Vol. 30 is a round-up of topics helping you get today right.  

Retirement can bring both challenges and opportunities for women who have dedicated years to their careers. Our latest article provides tips for a smooth transition from financial planning to exploring new interests and maintaining health. Embrace this new chapter with confidence and excitement!

Wealth Advisor Chris Wagner, CFP®, shares valuable insights on college savings strategies, covering everything from 529 plans to the flexibility of UTMA accounts. Learn how to maximize your education savings and make informed financial decisions for your family's future.

Military families face unique challenges, but special benefits can make managing finances easier. Explore five essential tips to maximize your savings, retirement plans, and education benefits.

If you’re considering buying a new car within the next few years, this podcast is for you. For many clients, a new car purchase is a significant financial decision. Senior wealth advisor Mike Nesheim, CFP®, talks through several aspects of car buying.