What role does financial planning play in retirement satisfaction?

The role of planning in retirement satisfaction

Life in retirement may exceed the life of your career. Having a financial plan and a plan for how you plan to spend the next 30+ years has never been more important. People with a plan are significantly more satisfied in retirement.

The importance of financial planning in the LGBTQ community

Planning for the LGBTQ community

Everyone has unique circumstances that must be considered when creating a financial plan. Depending on goals, members of the LGBTQ community may have additional factors to consider when it comes to financial planning.

Apples to apples: Using the appropriate index is key to evaluating investment performance

Using the most appropriate index as a benchmark is key to evaluating how your investment portfolio is performing.

Divorce: Financial tips to help you prepare and stay organized

As with any significant life change, a divorce can be an emotional and stressful period and the more organized and prepared you are, the better equipped you will be for this transition in your life.

Long-term care is a reality for most. Here’s how you can be ready.

What to expect “financially” when you’re expecting

Having a baby is one of the most awe-inspiring moments in most people’s lives, truly a time of profound emotion and personal joy. However, that joy also comes with financial complexities that can be dealt with by planning ahead.