Category: Work/Life Balance

Filter Blog by:
    De-Stressing in a Stressful World

    Blog

    De-Stressing in a Stressful World

    We all experience stress to one degree or another.  Stressors take many forms, whether from choices we make – giving a speech or preparing for an exam, or from situations outside of our control, like the economy or world events.  Carrying stress can lead to health problems, especially with …

    Read More
    The Cost of Infertility: How to Navigate the Finances of IVF

    Blog

    The Cost of Infertility: How to Navigate the Finances of IVF

    By Erin Wood, Senior Vice President, Financial Planning and Advanced Solutions After my struggle with pregnancy issues, I was surprised by how quickly I found out I wasn’t alone. Friends, relatives, coworkers – people I’d known for years – were suddenly sharing with me a vital but private p …

    Read More
    Are Your Fears Stopping You From Attaining Your Goals (Both Financially and Personally)?

    Blog

    Are Your Fears Stopping You From Attaining Your Goals (Both Financially and Personally)?

    When you sit down to set your goals, do you also set your fears? Recently, I had the privilege to participate in a workshop with other financial advisors to help us improve in our respective roles.

    Read More
    Avoiding Extremes in Financial Planning (and in General!)

    Blog

    Avoiding Extremes in Financial Planning (and in General!)

    Years ago, a speaker at our church encouraged us to “avoid extremes.” Right away my mind went to sadness or anger and he addressed that. The part I didn’t see coming was to avoid extreme happiness or being extremely prideful.

    Read More
    How to Create a Healthy Relationship With Money in 6 Steps

    Blog

    How to Create a Healthy Relationship With Money in 6 Steps

    When thinking about money – do you feel stressed, tense, controlling, confused, like you have an abundance of it or a lack thereof? If you relate to any of these questions, you have an unhealthy relationship with your money.

    Read More
    4 Big Changes for Retirees after the SECURE Act

    Blog

    4 Big Changes for Retirees after the SECURE Act

    Dail Meikle The big news in year-end legislation is the long-anticipated SECURE Act was passed and will take effect on January 1st of 2020. The Act includes sweeping changes in several areas, including to Required Minimum Distributions, or RMDs, which affects many of you. Let’s looking at a …

    Read More
    How to Plan For College and Keep Expenses Down in the Age of the Student Debt Crisis

    Blog

    How to Plan For College and Keep Expenses Down in the Age of the Student Debt Crisis

    For most students, experts say it remains financially worth it to go to college, despite rising tuition and opportunity costs in relation to increasing wages for workers holding only a high school diploma. The average rate of return (net gain or loss on college investment across a career) is 14%. 

    Read More
    The Power of ‘Emotional ROI’ Through Charitable Giving

    Blog

    The Power of ‘Emotional ROI’ Through Charitable Giving

    Return on Investment (ROI) is a term you learn about 5 minutes into your first class in business school. Maybe the business model is elegant and the organization is streamlined, but that all begs the question: what is the ROI? How much will we make?

    Read More
    How to Decide the Best Place to Live When You Retire

    Blog

    How to Decide the Best Place to Live When You Retire

    One of the questions I get asked often is “Where should I live in retirement?” Sometimes the person is asking about a list of cities, sometimes they’re asking about what type of residence – home, apartment, condo, retirement community, etc. – and sometimes it’s even other countries.

    Read More
    Jamie Hopkins on “Stacking Benjamins”

    Blog

    Jamie Hopkins on “Stacking Benjamins”

    We’re going to dive into everything mortgages 101 today, like PMI, the negotiability of fees, and the lie that everyone quoting rates is telling. On today’s show we welcome the guy who’s teaching us everything millennials need to know about mortgages, Jeff VanNote.

    Read More