Wealth & Well-Being

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What Will You Do When You Retire?

Written by Robin Young, CFP® on 11 June 2017.

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Dock-SunsetThe Unexpected Luxury of Time

As your retirement date draws nearer, there can be a great deal of excitement and apprehension. You have worked for thirty or forty years—and changing your routine, priorities, and obligations is something to look forward to. On the other hand, uncertainty can begin creeping in when you start to think about all that time. What if the new and less structured life you are about to embark upon isn't enough to sustain you?

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Protecting Yourself From Cyber Threats

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Using the security protocols outlined in the the following resources will help protect your data and keepsakes like pictures and documents from cyber threats. We cannot slow the pace of invention and ingenuity, but we can certainly take the necessary steps to stay ahead of those who may wish to use the power of technology for less than admirable undertakings. By educating yourself and taking the time to implement these suggestions you will be in a better position to protect your online data and have a more enjoyable digital experience.

Quick Reference Guide to Protecting Your Identity and Financial Information

BLOG: Steps to Protect Your Financial Information in an Age of Increased Security Risk

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The Impacts of Aging | The Importance of Having a Plan

Written by Julie Fortin, CFP® on 14 May 2017.

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spring-pathAs financial advisors, we have seen what happens when people have not planned for older age and the challenges that come with it.

We often meet the children or spouse of someone who has significant medical issues, like Alzheimer's disease, parkinson's, Dementia, or other chronic illnesses--that have led them to substantial diminished capacity-- physically, mentally or both. They come to us at their wit's end, trying to scramble to put together a plan, when, in many cases, only very little can be done to ease the burden.

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Thinking about Giving?

Written by Julie Fortin, CFP® on 10 March 2017.

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giving-mentality copy

 

Your brain might need a little help

The Martyrdom Effect

Human beings admire hard work and in that, we admire physical effort in giving even when less physically arduous efforts may have a greater impact.

Many of us choose to give in ways that require a great deal of physical or emotional energy. We run marathons for cancer research or take part in the 21 day push up challenge for PTSD awareness.

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Navigating a Mid-Life Course Correction

Written by Julie Fortin, CFP® on 08 February 2017.

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Life LessonTransitions can take on many forms. Taking stock of who you are and what you envision can make all the difference.

Making a shift from one life path to another is both challenging and exciting. While the financial considerations of making a career change, selling a business or pursuing a "life-calling" should not be dismissed, the emotional and psychological implications of such a major life change can often go unnoticed or unaddressed. Understanding both the benefits as well as the drawbacks of a mid-life course correction will only serve to have a positive effect on the experience as a whole.

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