Blog
5 Major Retirement Regrets (That Are NOT Inevitable & How to Avoid Them)
When are you going to retire? How did you make that decision? Many of us look at finances and health when we’re deciding when to retire. Whether or not we realize it, we’re also considering our emotions and what we imagine for the future — we compare how we...
Why Sticking to a Long-Term Investment Strategy Pays Off in Market Downturns
Watching your portfolio take a hit can be unsettling, but staying focused on the long game is crucial. Even in uncertain times, a long-term strategy helps you navigate market ups and downs more effectively. Here, we’ll explore why market corrections are normal, how...
5 Damaging Myths About Money Talks & the Facts Behind Them
What money topics are the most taboo to talk about? Earnings, debt, inheritance, or net worth? For most of us, many financial topics are simply off-limits.1 That means that many of us are not discussing money as much as we probably should be.1 Without those talks,...
How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes
If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a strategy to potentially reduce some of those taxes? It’s called tax loss harvesting, and while the term might sound...
How to Reprogram & Improve Your Money Mindset
What’s the first thing you think of when it comes to money? Are your thoughts more positive or negative? Whatever’s natural to you can speak to your money mindset.1 And that money mindset can shape your financial views and habits. It can also reveal more about your...
7 Milestones At Age 50 & Above
Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s journey. Some also mark important milestones in retirement planning and your financial life. Here’s a look at why, with a focus on each milestone...
4 Pervasive Myths About Inflation
Inflation can feel inescapable these days. For most of us, it also feels like inflation is higher and more persistent than it actually is.1 That could be because we’re seeing higher prices practically everywhere.1 Despite our experience, though, that...
How to Beat Investing FOMO: The Power of Patient Wealth Building
Can you relate to any of the following? “I should have bought that stock before the company went public!” “What a shame — I wish I had invested in that new tech before it went mainstream!” What’s the next “unicorn” that will make a fortune?” It’s common to feel this...
3 Investment Factors that Don’t Drive Long-term Returns
As a long-term investor, you’re always thinking about what factors drive your investment returns. Unfortunately, many investors focus on things that cause short-term changes and actually have no impact on long-term market returns. It’s not their fault – these myths...
