Retirement is often envisioned as a time to relax, pursue passions, and enjoy life without financial stress. For those who have planned thoughtfully and worked closely with their financial advisors, this vision becomes a rewarding reality. Let’s explore a typical day in the life of a retiree who has secured their financial future through disciplined planning and smart wealth management.

Designing retirement is about more than money—it’s about freedom, purpose, and peace of mind. Let’s work together to build a strategy that turns your dream retirement into your reality.

Open enrollment season is your yearly opportunity to review and adjust your employee benefits. While health insurance often takes center stage, supplemental coverages like vision, dental, and disability insurance can play a vital role in protecting your financial well-being. Here’s how to evaluate and choose the right supplemental benefits for you and your family.

Health insurance in retirement is not a given—it requires strategic planning and informed choices. Align your health coverage with your overall financial plan to safeguard your well-being and your wealth in your golden years.

If you qualify for an HSA, it’s more than just a savings account—it's a strategic financial tool for health, wealth, and peace of mind. Ignoring it means leaving tax savings and long-term benefits on the table.

Leveraging your company’s retirement plan effectively means you’re not just saving—you’re building a powerful foundation for your financial future. Make the most of the tools available, and take charge of your retirement today.

By being proactive and strategic this open enrollment season, you’ll secure the benefits that best support both your professional and personal life. The effort you invest now ensures peace of mind—and potentially significant savings—throughout the year.

Luck is not a plan, and hope is not a strategy. Those who are retiring unaware of these factors may risk outliving their money. Creating a strategy may help you better prepare for retirement.

A "white elephant" is a gift that may cause more issues than it resolves, much as an elephant might eat an unwitting recipient out of house and home. It's an asset that comes to you via gift or inheritance and needs to be quickly sold, liquidated, or transferred to avoid further expenses of time or money. In such cases, it is crucial to understand how to disclaim an inheritance properly and avoid holding the burden.

The period following the death of a loved one is a stressful time and can be confusing for family members. Choosing the right executor can help ensure that the distribution of your assets may be done efficiently and with as little upheaval as possible.