facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause Share Arrow Right

The Latest Insights
for a Healthy Financial Future

Renting vs. Owning in Retirement   Thumbnail
Retirement Funding Insights

Renting vs. Owning in Retirement

For many people, buying a home fulfills a dream that's tied to important personal, professional, and financial goals. The feeling that they would be abandoning that dream can be a big reason why homeowners resist the idea of downsizing and renting in retirement. But as you age, owning can create a series of challenges that might affect the Return on Life you're getting from your home. Here are some of the reasons why renting might be an attractive solution.

Read More
Teach Your Children The Lessons and Rewards of Investing Thumbnail
Investment Insights

Teach Your Children The Lessons and Rewards of Investing

Providing for your children's education is an important part of your financial plan. But, for the most part, that education won't teach your children very much about basic financial literacy. The money lessons that kids learn from their parents can help to fill that gap and instill habits that will improve their Return on Life. You can teach these three simple financial lessons to your kids with activities that illustrate the basics of financial planning.

Read More

Between industry news and personal experience.