What’s Your Financial “Why” for the New Year?
With wealth comes an expansive list of financial opportunities: paying down debt, upgrading homes, maximizing retirement savings, or supporting future generations. The real question isn’t what’s possible, but what’s most important. This is where clarity and intentionality come into play. Financial planning, done properly, helps you make choices in alignment with your values. Establishing the […]
Should I Pay Off My Mortgage?
Being unsure whether to pay off your mortgage or not is a good problem to have. It means you have significant savings and have afforded yourself some choices. While the idea of being debt-free is appealing to many, there are also compelling reasons to keep your mortgage. Let’s explore both sides of the debate to […]
Long-Term Care Planning – Why you should start thinking about it now
Long-term care is a broad term that encompasses a range of services and support for those who can no longer care for themselves due to age-related struggles. In general, once someone can no longer complete the six core Activities of Daily Living shown below,1 it’s usually time to consider some form of long-term care, whether […]
