In a bear market, our first reaction might be to make a change in our financial portfolio. However, if your assets are invested properly, you should be able to survive the down turn without much overall loss.

To avoid burnout at work or bad morale among employees in light of the post-COVID era, consider making changes: a four-day workweek, a hybrid work model, or taking a sabbatical. Of course, don’t forget some basic changes you can make at home as well.

Trying to find fee-only financial advisors that act on a fiduciary basis can be difficult as their ranks are few. However, websites of alliance firms are a good source of advisors that may serve your financial planning needs.

Financial planning is not about merely the numbers. Properly done, financial planning is life planning – helping you live an intentional and meaningful life. We hope you enjoy today’s inspirational quotes.

In honor of July 4th, we are providing a bucket list of patriotic places to visit throughout our vast and varied country. Whether you are still working or are newly retired, it is always beneficial to take a step back and consider whether your "life planning" goals need to be updated or acted upon in a more intentional manner.

Empathetic listening coupled with asking probing questions brings a richer conversation with those we love and is the essence of life planning, a growing segment of financial planning for many holistic financial planners.

Although the year is drawing to a close, you still have time to review your finances. Pausing to reflect on the financial progress you made in 2017 and identifying adjustments for 2018 can help you start the new year stronger than ever.

The holidays can be a busy time with parties, family commitments and shopping, not to mention approximately 400 college bowl games. Despite the flurry of activity, it is also a time when some diligence around personal finance can help reduce your tax liability, protect your family, and set yourself up for a great 2018.