Financial Planning Blog & Retirement Resources

Why is Your Property Insurance So High? 10 Ways to Lower the Cost

Explore the 3 main reasons why your property insurance is so high and discover ways to reduce your expenditure.

How the Wealthy Spend Money Differently from Everyone Else

How are the spending habits of the wealthy different from yours? Get insights into wealth accumulation and financial success.

14 Alarming Secrets About Americans’ Personal Finances

All is not as it seems when it comes to the average American’s financial health. A wealthy facade often obscures real financial secrets and struggles.

Podcast 78: Dr. Jordan Hutchison on the Future of Financial Planning, Financial Education, and Flow States

Hear thoughts on the impact of technology, psychology and fee models on planning plus insights into how flow states are good for work and retirement life.

The Best Investments to Achieve Your Retirement Goals

The best retirement investments depend entirely on you and your goals. Here are 18 great opportunities for you to consider. Read now!

9 Ways to Overcome the Terror of Spending Your Retirement Savings

Uneasy about watching that retirement nest egg get smaller month after month? Don’t worry. Use these 9 tips to overcome your fear of retirement spending.

Secure the the Life You Want: 7 Questions To Ask Before Retirement (It’s Not Just About Savings)

Being prepared for retirement means a lot more than having adequate savings. Here are 7 questions to ask yourself.

What’s Your Why? How to Set Life Goals and Create a Financial Plan for Achieving Them

Is your long-term financial goal all about your money? You are missing the point. Learn to consider your why, what’s important to you.

What savers often miss about retirement 

Do you feel too poor to get financial advice? Here’s how to find help

Why ‘Holistic’ Retirement Might Be a Better option for People with Low Savings

Stephen Chen completes $20 million raise; RIAs have found a niche use for his consumer-facing software — never mind all those subscribers and enterprises

Podcast 77: Rising Above the Money Fog with Mikelann Valterra

Hear from coach Mikelann Valterra about the “money fog,” making better decisions, female-specific financial challenges, money personality types, and more.

Financial Spring Cleaning: 10 Ways to Spruce Up Your Finances

Take a look at 10 things to do now for a financial “spring cleaning.” Ensure your financial plan is on track for the new season.

What You Need to Know About Social Security and Taxes

Yes. You might pay taxes on Social Security. Learn what to expect (federal, state and work penalties) and explore ways to reduce the expense.

Behavioral Finance: 16 Easy Ways to Outsmart Your Brain for More Wealth and Security

Your brain is not necessarily set up in a way that makes it easy to plan a secure retirement. You have cognitive biases – faulty ways of thinking that are unfor…

Making Sense of Financial Jargon: 15 Key Financial Terms to Know to Plan a Successful Future

As the New Year begins, it always feels like an opportune time to reassess your personal finances. If you’re wanting to take a comprehensive look at your financ…

Passive Investing: 6 Advantages to the Hands-Off Approach

When it comes to managing investments, there are two main philosophies: active investing and passive investing. You may be thinking, “Why opt for a passive inve…

Financial Problems and Stress: Understand if You Have a “Leaky Ceiling” or a “Muddy Puddle” and Make Better Decisions

Explore how can you make better decisions by categorizing your financial problems as either a muddy puddle or a leaky ceiling.

The Behavioral Finance Revolution: How Daniel Kahneman Redefined Personal Financial Decision-Making

Daniel Kahneman made profound contributions to behavioral finance and likely to how you manage your money.

Retirement Crisis? Maybe, But the Reality is that Most People Will Retire Happily and Be Just Fine

Many of us are terrified of jumping into retirement. We read about the retirement crisis and worry about our own finances, but millions of people retire every y…

Low Cost Investing: 7 Ways to Slash Your Investment Expenses

Investment costs can be easily reduced without compromising returns. Follow these low cost investing guidelines.

Stoic Wisdom: 6 Key Insights to Make You Happier Today and Wealthier in the Future

Stoicism, the philosophy of enduring hardship with inner strength and tranquility, is having a moment right now. So, let’s dive in and explore key points of Sto…