You want to retire comfortably when the time comes. You also want to help your child go to college. So how do you juggle the two? In this article, Jeff Avila explains how to reach both goals if you make some smart choices now.
No one loves every single thing about their workday, but when you’re retired you might miss the predictability, routine and challenges that your work gave you. Let’s shift our mindset from what we had and look at the opportunities that retirement presents.
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.
Many of our clients have questions in regards to settling an estate after a loved one has passed. In this article, client Advisor Amanda Thomas shares her Estate Planning journey, discussing how she settled a family member’s estate after they passed. Click here to read more.
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.
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.
“How can I retire happy?” is a question that generations have asked. The professional skills you’ve honed during your career are still incredibly valuable even though you’re retired, so we’ve put together some of our top ways that you can retire happy and get back that sense of fulfillment.
To start a business after you retire may seem daunting, but there could be more motivation to take action than you might think. The truth is that there’s never a ‘perfect’ time to start a business, so we’ve put together some reasons why a retirement business could be the answer.
Deciding how and when to reopen our country will be a complicated process. Read about some ways that you can prepare yourself to be resilient despite uncertainty.