Learning to Say ‘No’ in Retirement: The Hidden Key to Happiness
Retirement is often seen as a time of endless freedom, but for many, it can quickly become a whirlwind of commitments. Babysit the grandkids? Sure. Volunteer for that committee? Of course. Help a friend move? Why not? The reality is that saying “yes” to everything can leave retirees drained, overwhelmed, and far from the happiness…
Read MoreThe Weight of Worry: Managing Stress as Retirement Approaches
Retirement: a word that conjures dreams of freedom, relaxation, and fulfillment—but also an undercurrent of uncertainty. For many nearing this milestone, worry becomes a persistent companion. Will my money last? How will I fill my days? What happens if my health declines? These concerns are more than fleeting thoughts; they can evolve into chronic stressors…
Read MorePrioritizing Health in Your Financial Planning: Building a Secure and Healthy Future
When people think about financial planning, they often focus on saving and investing for retirement. Yet, health-related expenses are a major part of financial security, especially in retirement. By prioritizing health within your financial plan, you can reduce long-term costs, protect your retirement funds, and enjoy a well-rounded approach to securing your future. Why Health…
Read MoreNavigating Loneliness During the Holidays
The first holiday card arrives in your mailbox – another picture-perfect family in matching sweaters. Your social media feed fills with office party photos and family reunion videos. And something in your chest tightens, because this year, your holiday season looks different. Whether by circumstance, distance, or loss, you’re facing these celebratory weeks alone. If…
Read MoreIs Retirement Planning Missing the Point? A New Approach to Living Well
We spend most of our working years planning for the distant horizon of retirement, fixating on one question: Will I have enough? Enough money to support myself when the paychecks stop, enough savings to handle life’s surprises, enough to enjoy the so-called ‘golden years’ after decades of hard work? Retirement planning, as it stands, often…
Read MoreLife Insurance – Yes or No?
Life insurance is one of those financial products we’re all told to get. From advertisements to financial gurus, it seems like the ultimate safety net for everyone. But here’s a radical thought: life insurance is not for everyone. That’s right. Despite its merits, there are scenarios where life insurance might not be the right fit,…
Read MoreIs Disability Insurance Really Necessary?
Insurance in general really annoys most of us, doesn’t it? We pay for something every month and get absolutely nothing in return—until we do. When money’s tight, it feels like an incredibly painful, albeit necessary, expense, and in better times, does it ever really spark joy? (That was rhetorical. We all agree it doesn’t.) HOWEVER—when…
Read MoreLife Lessons for Everyone: Boredom is a Gift
In retirement planning, we often focus heavily on finances. But there’s so much more to retirement than just money. True fulfillment in this phase of life involves addressing emotional, mental, and even existential challenges. One podcast that recently captured our attention, Feel Better, Live More with Dr Rangan Chatterjee, touched on some of these deeper…
Read MoreThe Stress of Money – Managing your Mental Wealth
Money-related stress has become a near-universal experience. Countless surveys and studies highlight a surprising truth: financial worry isn’t exclusive to any particular income bracket. Whether you’re living paycheck to paycheck or managing a substantial portfolio, the stress of money can affect us all. Financial stress is a great equalizer. It doesn’t discriminate based on income,…
Read MoreThe Long-Term Care Dilemma: Understanding Your Funding Options
Long term care often sounds like some small possibility in the future that costs a ton of money to avoid – and it can be quite tempting to ignore it. Often though we or someone we love does end up needing some version of it – and as with anything without proper planning it can…
Read More- « Previous
- 1
- 2
- 3
- Next »