As vaccine rollouts continue to progress, folks are starting to tiptoe out of their quarantine bubbles. But once the euphoria from that first dinner in a restaurant or group hang without masks passes, some people might find that reestablishing the personal connections...
As you transition from full-time work to retirement, many items on your budget are going to decrease (daily transportation) or even disappear (your kids’ tuition and food). Health care, however, is an ongoing expense that needs to be reevaluated throughout your...
Many aspects of retirement are changing, such as the health and activity level of seniors and a rise in working retirees. But many seniors are still very attached to one traditional retirement goal: selling the family house and moving to a beachfront condo, a golf and...
The work from home movement was accelerating even before the COVID-19 pandemic. Now, after Zooming and Slacking our way through 2020, bosses and employees alike are trying to decide if WFH can and should be a permanent fixture of post-pandemic work culture. If...
Our Life-Centered Planning process is designed to help you and your family achieve important long-term goals like buying a house, sending your kids to college, and enjoying a secure and fulfilling retirement. But the journey to those major milestones begins with the...
Unfortunately, turning the calendar past 2020 hasn’t erased all the problems that we’ve been facing for the past year. If feelings of uncertainty and anxiety are starting to get between you and your 2021 goals, use this three-step process to plot a better...
