TAKE CONTROL OF YOUR MONEY

FINANCIAL HEALTH

40364771 - a goal without a plan is just a wish - motivational handwriting on a napkin with a cup of coffee
WEALTH DONE DIFFERENTLY

WHEN FINANCIAL GOALS ARE NOT ENOUGH

Flourish in retirement
FLOURISH DURING YOUR RETIREMENT

FINANCIALLY & EMOTIONALLY

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THE SOCIAL SECURITY PUZZLE

WHAT IS YOUR STRATEGY?

Financial consultant presents bank investments to a young couple. Taken at iStockalypse Milan.

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WAYS TO GET BETTER WITH MONEY

WORKING WITH A FINANCIAL ADVISOR

The world of 50 years ago was a lot different than it is today. An individual often worked at the same job all his or her adult life, lived in the same house, and stayed married to the same spouse. In those days, too, one spouse could support a family, paying for college ordinarily didn't require taking out a second mortgage, and people could look forward to retiring on Social Security and possibly a company pension.

Budget
FINANCIAL TOOL

A PERSONAL BUDGET

There are numerous approaches to creating a personal budget, but all involve making projections for income and expenses. The income and expense categories you include in your budget will depend on your situation and can change over time.