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Finding Balance and Reducing Stress with Yoga
What does yoga have to do with retirement and financial planning? In this podcast, hosted by Sharon Calhoun, you will learn how to improve decision-making and manage stress with insights from our guest yogi Tory Schaefer.
How AI is Changing Retirement Entrepreneurship
In today’s digital world, technology is changing the game for so many businesses. Let’s explore how, as a retiree, you can harness the power of AI for your new business.
Divorce: Financial Planning Case Study
Case Study: We know that life events happen. Some things we can plan for like buying a home, funding a child’s education, or preparing for retirement. Divorce, on the other hand, can feel unexpected and emotionally exhausting.
Estate Planning Tips for Blended Families
Estate planning for blended families requires careful consideration and proactive steps. This article covers everything from organizing legal documents to family communication. It’s a great resource for anyone looking to secure their family's future.
The Three Trillion Dollar Club
Nvidia, Microsoft, and Apple have achieved a market capitalization of over $3 trillion, highlighting the impact of AI in their growth. As the market wonders if these "AI darlings" are peaking, we discuss changes in market leadership and breadth.
Helpful Tips for Caring for Your Aging Parents
As we continue to provide comprehensive financial guidance, we're sharing valuable resources on caring for aging parents. This article outlines important steps and considerations for families. Check it out and start planning ahead.
Pickleball in Retirement
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.
5 Financial Planning Topics for Recent Graduates
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.