Asking What should I do with my life? is serious business because it’s about something bigger than you. By offering your unique contribution to the world, you’re going to change the trajectory of so many people’s lives. I strongly believe you were created to fill a unique role, which means you are needed and you must do it—and …
What Should I Do With My Life? 7 Questions to Help You Find Your Purpose Read More »
College marks a great milestone in a child’s life. It may be the first time he or she will live away from home. Dropping off your child at college may be an experience loaded with emotions, so here are a few tips for a smoother transition. Accept that the Parent-Child Dynamic Has Changed Your child …
Investment firms have a client service feature that may be a benefit to certain investors. They will ask you whether you would like to provide the name and information of a trusted contact.1 You do not have to supply this information, but it may offer some advantages. The request is made with your best interest …
According to the AARP, an estimated 39% of Americans over the age of 50 expect to travel internationally in 2023.1 Overseas travel may be one of the more popular aspirations in retirement, but it does beg an important question: Will your health insurance coverage travel with you? Medicare Coverage Outside the U.S. Is Limited In …
Did you recently add a second comma to your bank balance? Has a recent financial event raised your net worth to the next level? It’s an exciting time, whether it’s the result of your long-term goals (e.g., from the sale of a business), a windfall transfer of wealth, or a key promotion. You’re probably already …
Much is written about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Some classic financial missteps have been known to plague retirees, too. Calling them “missteps” may be a bit harsh, as not all of them represent errors in judgment. Either way, becoming aware of these potential pitfalls may help you …
For the average investor, the financial landscape can sometimes feel like a complex maze with limited access to certain investment opportunities. However, within this realm exists a distinct category known as accredited investors. If you’ve ever wondered what sets accredited investors apart, this article provides an overview. Most investors don’t qualify for accredited investor status …
Many Americans, through circumstances beyond their control, find themselves needing to retire earlier than anticipated. Whatever the circumstances, it’s difficult not to feel wrongfooted and hurried by the situation. However, it’s important to get yourself back on track as soon as possible. Here are some things to consider as you make the transition: Don’t …
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