Will You Need Long-Term Care? Here's What You Need to Know

Will You Need Long-Term Care? Here's What You Need to Know

Statistically speaking, 7 out of 10 Americans will need some type of long-term care in their lifetime - that might sound alarming, but understanding your options can help you prepare confidently for the future. In our latest blog post, we break down the real costs of long-term care and explore practical strategies to protect yourself and your loved ones, from insurance options to self-funding approaches.

Spring: The True Season of New Beginnings

Spring: The True Season of New Beginnings

When the clock hits midnight on January 1st, many of us are quick to declare our resolutions. We dive headfirst into the year with lofty goals, fueled by the idea that a new calendar year signifies a clean slate. But let’s be honest: January is often cold, dark, and sluggish—a time when the world feels more inclined to hibernate than to thrive. Perhaps we've been looking for new beginnings in the wrong place.

The Power of Flexibility: Goals You Can Stick With—Even When Life Gets in the Way

The Power of Flexibility: Goals You Can Stick With—Even When Life Gets in the Way

Setting big goals is exciting, but life has a way of throwing us off course before we even get started. Whether it’s getting sick, missing a week, or simply losing momentum, those setbacks can make us feel like we’ve failed. But what if you could set goals that adapt to life’s interruptions instead of falling apart when things don’t go as planned? Here’s a new approach to goal-setting that lets you stay on track—even when life gets in the way—so you can actually achieve your goals this year.

Reflecting on 2024 and Looking Forward to 2025: Time for Growth and Renewal

Reflecting on 2024 and Looking Forward to 2025: Time for Growth and Renewal

As 2024 draws to a close, it’s natural to take a moment to reflect on the milestones, challenges, and lessons of the past year. It’s also an opportunity to turn our gaze forward, setting intentions and planning for a financially sound and prosperous 2025.

Year-End Charitable Giving

Year-End Charitable Giving

With the holiday season upon us and the end of the year approaching, we pause to give thanks for our blessings and the people in our lives. It is also a time when charitable giving often comes to mind. The tax benefits associated with charitable giving could potentially enhance your ability to give and should be considered as part of your year-end tax planning.

Gratitude: The Foundation of Prosperity

Gratitude: The Foundation of Prosperity

In the hustle and bustle of daily life, it’s easy to overlook the power of gratitude. Many of us equate prosperity with financial success, but true prosperity encompasses much more—emotional well-being, strong relationships, a fulfilling career, and a sense of purpose. Interestingly, gratitude can act as a catalyst for achieving all these facets of prosperity.