Retirement can often feel like a reward at the end of the finish line. You’ve worked hard for years, saved diligently and now you’re ready to relax, travel or take up some new hobbies. If you have a significant other, it’s important to approach this life transition as a partnership through open communication and honest dialogue.

It is no surprise that inflation has affected everyone over the past couple of years. The Covid-19 pandemic caused a spike in unemployment rates and business closings while introducing a new way of living in the digital age.

Happy New Year! January happens to be Financial Wellness Month, the perfect time for resolutions geared toward meeting your financial goals!

I'm sure you've heard this question before, and if you haven't heard it from your financial advisor, you may have a problem. Many use this question in terms of what someone wants in life, their reason for being, and indeed, their purpose.