As we work with clients who are entering their later years and managing their retirement, we find that they are often tinged with the challenge of loneliness. Retirement, the loss of loved ones, and the relocation of family can lead many to face the twilight of their lives in isolation. Yet, as W. Somerset Maugham...Continue reading
Retirement often conjures images of leisurely days, free from the constraints of a 9-to-5 schedule. But what if the key to a truly fulfilling retirement lies in not entirely stepping away from the professional world? Before you settle into a future of uninterrupted relaxation, let’s explore a different perspective – one where continuing to work,...Continue reading
Budgeting… that’s where the fun begins! When it comes to financial planning, one of the very first topics I dive into with new clients is budgeting. And it’s not always easy, because budgeting often gets a bad rap. Sure, it’s right up there after we’ve tackled the essentials like Wills, Powers of Attorney, Life Insurance,...Continue reading