Designing Your “No Rules Retirement”

Our concept of retirement is undergoing a metamorphosis. Demographic, societal, and workplace trends have all converged to offer a stage of life—at mid-life and beyond—that is much more fluid and flexible than we previously thought possible.   When planning for retirement, we are discovering that the “old rules” have been thrown out and that “no rules”...

Fortify financial peace of mind

There are few things worse than lying in bed at night, tossing and turning over financial stress. Lack of sleep only adds to our stress and hinders our overall mental, physical and emotional health! Our money choices are linked to our life choices, and our life choices are linked to our money choices. This means...

How to nurture financially savvy kids

In 1988, financial planner and best-selling author Venita Van Caspel wrote in her bestselling book Financial Dynamics for the 1990s: “Our educational system continues to send forth our young with so little information about financial matters that they are like time bombs about to destroy their own and their families’ economic futures.  We equip them...

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