RETIREMENT & LONGEVITY More and more Americans are incorporating work into their retirement years. The traditional image of retirement as a time of purely leisurely pursuits is no longer the norm for many Americans. A growing number of people over the age of 65 are choosing to remain in the workforce for a variety of […]

If you missed our most recent Wisdom with Women on May 17th, featuring Annie Arbenz, Partner of The Narrows Law Group, discussing estate planning, you can watch the video below.    

How to Navigate Inflation While in Retirement From the Desk of Amanda Burrows, CFP®, CSRIC® Wealth Advisor   If you’re close to or in retirement, recent inflation has likely been unnerving, particularly given that stock markets have experienced significant volatility since early 2022. That is, you’re looking at higher prices while parts of your portfolio […]

Nurture financial wellness April is National Financial Literacy Month, the perfect time to tune in to new personal finance resources.  It was first recognized in the U.S.A in 2004 and was done to highlight the importance of being financially literate and to help people learn about maintaining smart money management habit. Things to do Mind […]

If you missed our most recent Wisdom with Women on March 15th, featuring April Sage discussing senior transitional planning you can watch the video below. When families open up & talk about planning for the unforeseen, next steps can be as easy as a “what to do” list in a note book. Our conversation about […]