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.
Many studies have connected a strong sense of purpose with better mental and physical health, lower incidence of disease, and longevity. A person with purpose is clear-eyed, energetic, peaceful, and engaged. They take care of themselves so that they can work on their purpose all the days of their lives. This article talks about the benefits of having a high sense of purpose and how you can find it.
When we ask people about their retirement goals, one statement seems to sum up their primary concern, “I don’t want to outlive my money.” That statement has two parts, length of life and quantity of money. Today, we want to focus again on the ‘length of life’ part, examining how you can live longer, healthier and happier. Let’s talk about moving our bodies every day.
This article provides links to various websites that discuss life planning, passionate pursuits in retirement, bucket lists, and minimalism.
This edition of Oasis Wealth Planning’s newsletter provides insight on making decisions for the future as well as after you are gone and explains why we embrace market pricing as part of our investment management philosophy.
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.
