Author: chris

FEELING STRESSED? TAKE A WALK!

If you’re feeling stressed, depressed, or unable to come up with creative ideas at work, you may want to take a walk. Your doctor probably won’t prescribe walks for you, but “Walking is the closest thing we have to a wonder drug,” according to Dr. Thomas Frieden, former director of the Centers for Disease Control […]

MANY WORKERS WONDER WHEN THEY’LL RETIRE

Inflation, market fluctuations, and uncertainties about Social Security raise concerns Retirement is supposed to be our “golden years,” but many Americans worry there will be nothing “golden” about it—and they might even have to cut back and scrape by to pay their bills (or keep working). NerdWallet reported in 2023 that 27% of Americans saved […]

Get Into Your Rhythm

Get Into Your Rhythm Your Body’s Clock Can Help You Maintain a Healthy Lifestyle Ever wonder why you feel out of whack some days? Maybe you lack an appetite for some reason, or feel like you’re just too tired to get out of bed in the morning. Or perhaps you feel slightly overheated or chilled […]

MAKING SENSE OF MEDICARE PARTS A,B, C, AND D

Description With its four distinct parts, Medicare can be an alphabet soup of complexity. We provide an overview of the various components and how they impact your healthcare costs. Body Medicare is available to virtually all U.S. citizens and legal residents 65 years of age and over who have previously worked and paid U.S. taxes […]

Reality Check on Your Retirement Savings

Whether you’re 23 or 35, it’s important to know whether you are saving enough for your retirement. There is no time like the present to ensure you are allocating enough funds to your retirement account. With folks routinely living into their 80s and 90s, it’s more important than ever to ensure your money lasts your […]

Wealth Building Tips While Raising a Family

Raising a family is rewarding─and expensive. Consider taking these steps to support your family financially through a program of smart investing. Building a career and raising a family requires management skills. Juggling your time, priorities, and money now while planning for the future can be daunting. Saving now to send your kids to college, take […]

how to manage money during retirement

The Art of Planning Your Retirement Take a deep breath and relax.  Retirement planning can be stressful and overwhelming, but it should be a time of excitement as we imagine and pursue our ideal future.  We are being asked to plan the last 1/3rd of our lives before we get there.  That’s a big task […]

Top Of Mind

Practicing Mindfulness With Money Can Help Boost Your Financial Wellness Many people practice mindfulness through yoga, tai chi or other forms of movement, often incorporating breathing exercises. Others rely on their smart watch or phone to ping them at the same time each day, urging them to practice it for a few minutes. While there […]

Pay It Forward

Looking To Teach a Child Some Important Money Lessons? Consider a Roth Custodial IRA. You started early and have saved hard in your 401(k). You’ve also paid close attention to your investing strategy over the years. And you definitely understand the benefits of tax-deferred compounding over the long term and the potential for growth. Heck, […]

Eliminating the Guesswork

Creating an estate plan is a key component of achieving financial wellness Most people don’t spend too much time thinking about end-of-life planning on a daily basis. But you may have loved ones who will soon face those issues. While it’s not pleasant to think about, you may be the one who ends up having […]