25 Ways to Make Friends in Retirement Retirement is an exciting phase of life, offering seniors the opportunity to explore new interests, travel, and spend more time with loved ones. However, it can also present challenges in terms of socializing and making new friends. Research consistently highlights the positive impact of social connections on overall [...]

Guarding Generations: The Strategic Role of Life Insurance Discussing life insurance often brings a sense of discomfort, given its close association with our own mortality. However, this perspective overlooks the essential role that life insurance plays in a comprehensive financial plan. This article from Bob Chitrathorn aims to shift the narrative, highlighting how life insurance [...]

5 Easy Ways to Protect Seniors from Financial Abuse Technology has helped to streamline the way we manage our money, allowing us to perform transactions and monitor our accounts online, instead of needing to do everything in-person. These tools are simple to use, getting better every year, and don’t cost any more than the traditional [...]

How Small Businesses Can Leverage AI Today One of the most significant developments in recent technology is the rise of artificial intelligence (AI). When you ask ChatGPT (a leading AI program) what that means, it says “these computer systems are designed to mimic human intelligence, including learning, problem-solving, and decision-making.” For small business owners, this [...]

Launch Your Dream Business at Home: Pursue Work-Life Independence In the era of digitization and remote work, the idea of launching a prosperous business without stepping foot outside your home has become increasingly achievable. The advent of numerous online tools and platforms has made this process even more accessible. In this article from Wealth Planning [...]

Flying in Style: Modern Airline Rewards We recently passed the 40th anniversary of frequent flyer programs as we know them. These programs started really simply, but forever changed the way we travel. Essentially, the more you flew, the more points you earned, the more free flights you received. A lot has changed since the 1980’s, [...]

3 Small Moves that Make a Big Difference in Retirement   Saving for retirement doesn’t happen overnight. It’s an ongoing process that requires monitoring and tweaking your plan over many years to help ensure you have enough to meet your retirement goals.    Sometimes relatively small adjustments to your plan can make a huge impact on your [...]

Active vs. Passive Investing: Which Is Best? Investors and advisors alike have long debated the merits of active versus passive investing. As the markets have taken a downward turn over the last year in response to rising interest rates, this age-old question has emerged again. Passive investing seeks to generate average market returns and involves [...]

December College Newsletter   For high school seniors, December is an especially busy time. Not only do many schools have their final exams, but there are college applications and essays to finish. December also brings Early Decision acceptances right around the 15th. If a student is accepted by their first-choice college and that college uses [...]

November College Newsletter When Should I File the FAFSA?  As you may already be aware, the Free Application for Federal Student Aid (FAFSA) is not yet open and won't be until sometime in December or possibly January 1st. I've already gone over some of the major changes in September's newsletter.  FAFSA simplification has been a [...]