Living in Retirement

Take a minute to close your eyes and envision what retirement looks like to you. For most, the ideal “retired life” includes traveling around the world, free time to check off bucket list items, no work and no worries. Financial planning is the main reason most people can’t make this dream a reality. Truth is, […]

Introduction to Lifestyle Financial Planning

Personal finance isn’t just about building budgets or monitoring stocks. It’s ultimately about how you use financial education, principles and resources to improve your life. Without the principles and plans to support your numbers, it’s just a bunch of useless data. Lifestyle financial planning takes into consideration your psychological ideas – your desires, dreams and […]