Centuries before the crash of 1929, the dot-com bust, and cryptocurrency, there was the tulip bulb in the Netherlands.1 In the 1600s, the country’s emerging middle class began to fawn over the flora and display tulips to […]

You’re at the amusement park, waiting to board the roller coaster. You can see the whole track as you stand in line. Peaks that seem to pierce the clouds. Dizzying descents. You climb into the […]

Some economists point to annuities as “the most efficient way to create income in retirement,”1 but what is an annuity exactly? In the simplest terms, an annuity is a contract between you and an insurance […]

Sometimes it can feel overwhelming. It seems as if our financial needs outstrip our ability to meet them. Limited resources and rising expenses can make “getting ahead” feel impossible. In fact, about two-thirds of respondents in The Guardian […]

Gratitude feels good. Studies show that practicing gratitude elevates your mood. It also lowers your blood pressure, reduces symptoms of depression, and improves your sleep.1 Too often, we only express gratitude during holidays or milestones — […]

Learning how to budget your money wisely will prepare you to survive on a reduced income when you retire. There are several things you can do to prevent yourself from withdrawing too much money from […]

Knowing how to build confidence is key to achieving the success and happiness you want in life. Five behavioral changes you can make today to become more confident.

Business owners with the desire to see their businesses continue after they are no longer involved need to plan quite carefully. When an owner (or owners as it may be) is planning for succession in […]

On a hectic work day, it’s easy to dream of escape. You want to get away, go where no one can bother you. You imagine a tent with a cozy campfire burning, surrounded by peaceful […]

Planning. We all know we should do it. Indeed, we all do it much of the time to some degree. We plan dinners. We plan parties. We plan vacations. Legacy or estate planning is our […]

Gifts that help friends and family learn to manage money and plan for the future may not sound exciting — but they could prove invaluable.

Bean-bag chairs, foosball tables, pizza Fridays, and work-where-you-want schedules became the business norm over the past decade as hiring managers and business owners competed to lure in the top talent. However, as the workforce transitions […]