When most people think about retirement, they envision a life of freedom. From traveling the world to spending time with grandchildren, everyone’s goals for their golden years are different. No matter your dreams, lasting health will help you enjoy your future. In a recent survey, 81 percent of retirees said good health is most important for having a happy retirement. Unfortunately, many people aged 65 and older face health challenges, including obesity, hypertension and depression. In fact, … [Read more...] about Tips for Staying Active in Retirement
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Tax Filing Errors to Avoid
The dawn of 2017 brings opportunities to create new resolutions or plans for the next 12 months – and also marks the beginning of tax season. While tax day on April 18 can seem far off, this year’s deadline will be here before you know it. As you start the process of gathering your tax documents and completing your return, we want to provide a reminder of common filing errors to look out for. Whether you hire a professional or go it alone, avoiding these mistakes can help ensure your taxes … [Read more...] about Tax Filing Errors to Avoid
Balancing College and Retirement
Are you faced with the dilemma of saving for your own retirement while at the same time trying to put money away for a child’s college education? How do you pursue both goals? How do you determine which is more important or what path to take? If this hard choice sounds familiar, you’re not alone. Many Americans today struggle to balance their own financial future with preparing their children for success. As financial professionals, we have helped many parents evaluate their options and … [Read more...] about Balancing College and Retirement
Do You Understand Your Emotions About Money?
If you’ve ever felt a rush of excitement at making a big purchase or experienced feelings of shame at making a financial mistake, you know that our relationship with money isn’t completely rational. For most people, money comes with a lot of emotional and psychological baggage that affects the decisions we make. Psychologists call these emotions "money scripts" and have found that these unconscious beliefs can drive many positive and negative financial behaviors. Many of our money scripts … [Read more...] about Do You Understand Your Emotions About Money?
