Should You Rebalance Your Portfolio?

Is it time to rebalance your portfolio? Your portfolio should align with your risk tolerance, retirement timeline, and long-term goals. These factors may help you decide on the appropriate asset allocation for your unique situation.


Social Wellness in Retirement

Social wellness should be top of mind whether you’re approaching retirement or already retired. Social wellness refers to nurturing yourself and your relationships. It can provide you with a positive social network that improves your self-esteem and overall quality of life.


5 Reasons You Should Update Your Estate Plan

Whether you’ve had an estate plan for years or only recently set one up, it’s essential to update your estate plan from time to time. So when should you update your estate plan? That answer depends on your unique circumstances. However, most financial experts recommend that you review and revise your estate plan every three to five years or after

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Considering Investing in Today’s Real Estate Market?

If you currently invest in real estate or if you plan on investing in today’s real estate market, it’s essential to understand its risks.


Planning for Long Term Care with PTSD in Mind

Post-traumatic stress disorder, or PTSD, is a mental health condition that occurs in people who have experienced or witnessed a terrifying event.


What Do Rising Home Prices Mean for Your Estate?

Since the COVID-19 pandemic began, there have been rising home prices. According to Fannie Mae, they’ll continue to climb by 11.2% this year and expand at a more modest rate in 2023.


Inflation and How It Affects Every Industry

Inflation is the rate at which the cost of goods and services rises. Inflation affects and is measured by the consumer price index (CPI), which monitors the average prices of goods and services across categories like food, vehicles, apparel, and healthcare services.


5 Ways to Pay for Long Term Care During High Inflation

People are living longer and will likely need long-term care (LTC) at some point in their lives. The unknowns in most financial plans are how many years you will need LTC and what it will cost. Periods of high inflation significantly increase the cost of health care and LTC, even when prices return to normal. According to a study by

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Teachers Need Financial Planning, Too

..Teachers often have defined benefit pension plans, but similar to other industries, states are ending the use of pension plans requiring teachers to set up their retirement savings plans themselves. In this article, we explore why teachers need financial planning.


Who Hurts the Most From Inflation?

Inflation is at a forty-year high, and everyone is paying higher prices as inflation erodes the average person’s purchasing power. But who hurts the most from inflation?.