Financial Plan

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5 Items to Discuss With Your Spouse

Sep 8, 2026

Key Takeaways Discuss essential topics with your spouse to prepare for the possibility of outliving them. Know your professional contacts, including your estate planning attorney and financial advisors. Understand your financial accounts and ensure the correct titles...

Show Your Spouse Meaningful Appreciation

Sep 7, 2026

Key Takeaways Fall brings seasonal events, but this can strain relationships, especially marriages. The key to a strong marriage is making your spouse feel valued in a meaningful way. Observe how your spouse communicates and shows appreciation to understand their...

Idea for Family Fitness

Sep 4, 2026

Key Takeaways Staying fit can be tough, especially with busy schedules and changing seasons. Get your family involved by participating in a Halloween walk/run event to boost motivation. Start training with short walks or runs during weekdays and save longer ones for...

Joyless Retirement

Sep 3, 2026

Key Takeaways Even in retirement, you might feel joyless and miss work. To combat a joyless retirement, identify what you are missing. Consider joining organizations or taking leadership roles to fill social voids. Enroll in a class for mental stimulation and create a...

Is This Job Right For My Post-Divorce Life?

Sep 2, 2026

Key Takeaways Reassess your finances to determine income needs for a stable post-divorce lifestyle. Consider health insurance options, especially if your spouse provided coverage before. Evaluate retirement savings and seek jobs that match contributions to retirement...

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