Your plans for the future are really a story that you tell yourself. Some of the chapters are easy to imagine and plan, but others aren’t so straight forward. We’ve put together some ways to manage unexpected plot twists.
Although buying a vacation home is a common financial goal, many find that the hassles outweigh the benefits. The pandemic has created a shift in how we see the value of properties, as well as vacations, so we’ve put together three reasons why a vacation home might be a long-term life value addition.
Summer is on its way, but due to the pandemic some activities that you’ve been looking forward to might have to wait until 2021. Here are 3 ways that you and your family can still make life-long memories during the unusual pandemic summer ahead.
Is a gap year a good idea? As colleges and universities decide whether to re-open versus transitioning to online classes, this could be an opportunity for students to consider waiting out this period, turning their attention to other means of experiential learning.
Get your family together and ask yourselves these three questions. Your answers will help you build a better bucket list full of things you’ll enjoy doing today and look forward to doing safely someday soon.
Seth Streeter was on the TEDxSantaBarbara stage in 2016, talking about new ways to manage our money and lives as one. In this conversation, we look at how our current climate is an opportunity to take another look at our goals. Watch the full interview, and download your free wealth assessment here!
What is SRI, ESG and Impact investing? In this video, Chief Investment Officer Kieran Osborne describes how the Social Values Portfolio can align and support your values with your investments, all while meeting your long-term financial goals. Click here to learn more.
We may not have spent all that much time at home before the quarantine, but as jobs are moving online our homes are where we eat, sleep, work and play. Read on to learn about some ways that our homes could change, for the better.
Are we open to the life we really want? Join Seth Streeter and Jesse Brisendine as they discuss life, wealth and wisdom on this episode of the ‘A Handful of Hope’ podcast. Click here to listen to the full interview.
Before the pandemic, technology was something that, as a retiree, you could more or less choose to embrace. Today we all realize the important role that technology plays in keeping us together. It’s up to us to continue to embrace these tools, so we’ve put together some ways that you can use technology throughout your retirement.