Getting (Mentally) Ready to Retire Even those who have saved millions must prepare for a lifestyle adjustment. Provided by Marc Aarons   A successful retirement is not merely measured in financial terms. Even those who retire with small fortunes can face boredom or depression and the fear of drawing down their savings too fast. How […]

Here are some things you might consider before saying goodbye to 2020. Provided by Marc Aarons  What has changed for you in 2020? For many, this year has been as complicated as learning a new dance. Did you start a new job or leave a job behind? That’s one step. Did you retire? There’s another […]

Six areas of personal finance to review.  Provided by Marc Aarons  When training to become a financial professional, much of our course work centers on the six critical areas of creating a financial strategy. Some recognize October as Financial Planning Month, so it’s an excellent opportunity to review those six personal finance areas.1 Cash Management: […]

Getting started with you household budget.  Provided by Marc Aarons  Budgeting towards needs and goals. One of the objectives of creating a household budget is that, as time moves on and the various household members advance in their careers, they are likely to make more money. Knowing where that money goes can help direct that […]