by Melissa Steele | Jun 17, 2025 | Blog
How much time did you spend in your twenties thinking about life insurance? If you’re like most people, not much, if any. The exception is if you lived through an experience where your family did–or, sadly, didn’t–have the safety net of life insurance when it was...
by Melissa Steele | May 27, 2025 | Blog
You’d be hard-pressed to find a word people hate hearing more than “risk” in the context of their financial plan, which is no surprise. We want our financial decisions to generate reliable, predictable results! However, as the saying goes, you can’t have your cake and...
by Melissa Steele | May 6, 2025 | Blog
Not many people, if any, include “learn how to reduce stress” on their pre-retirement checklist. And why would they? Retirement is a season of life in which your worries melt away, you golf or travel to your heart’s content, and you can bask in the payoff of all those...
by Melissa Steele | Apr 24, 2025 | Blog
One of the biggest surprises many retirees encounter is the taxes during retirement. While many people do see lower tax rates after retiring, it’s not the guarantee that many were led to believe. In fact, the more you save for retirement, the greater the likelihood...
by Melissa Steele | Apr 2, 2025 | Blog
We talk a lot about saving for retirement and managing income once you get there, but it’s just as important to plan for the steps after that: leaving an inheritance, and hopefully setting the stage for generational wealth. The same factor that makes it difficult to...
