Many of us look forward to retirement as a time for relaxation, exploring hobbies and using our time to focus on things other than work and career. Planning for retirement, however, can be stressful even in the best situations and downright daunting for people nearing retirement who may not have planned as much as they’d have liked. According to a 2016 PwC survey, a little less than half of Baby Boomers know how much income...

I have a vivid memory about learning how to fly on a trapeze. We took a family vacation when my oldest daughter, Maddy, was still very young. The resort had a variety of family activities including the trapeze. It looked scary and fun at the same time! Climbing up that tall ladder and reaching out for the trapeze looked incredibly dangerous, followed by the exhilaration of flying through space. My daughter was reluctant to try,...

You probably have an emergency kit in the trunk of your car or in the storage space in your SUV. Jumper cables, flares and other tools come in handy if you get in an accident or are stranded on the road. If you’re an exceptionally cautious person, you may also have an emergency kit in your home. Batteries, flashlights, bottled water and other essentials can be lifesavers in case you lose electricity or other vital...

One of our responsibilities as an investment advisor is to help you put market news in its proper perspective, especially when the media is reporting global market corrections in the wake of political events. If you’re reading or watching the popular press, you’re seeing a lot of storm and fury having to do with the new presidency, Brexit, rising interest rates, and general uncertainty of what is to come. As the popular media scrambles to...

Finding the path through life’s transitions The Sherpas of Nepal spend their days guiding eager and daring travelers up the treacherous paths of Mount Everest and other peaks of the Himalayas. What they have witnessed in a month is likely more terrifying than what most of us have experienced in a lifetime. And yet, they continue on. Day in and day out, acting as guides to thousands of visitors per year. I admire these Sherpas....

According to a recent Stress in America survey conducted by Harris Poll for the American Psychological Association, money has been the number one source of stress in our lives since the survey began in 2007, beating out work, family responsibilities, and health concerns. Could developing healthy money habits and good financial skills help your children have happier, less stressed adult lives? Nathan Dungan, founder and president of Share Save Spend, developed a financial education program...