There is a huge gap in what you need for retirement income and the retirement income methodology used by most "advisors"

We are privileged to count many military members as clients. Read more about the benefits available to service members and their families.

Is how you use money reflective of your top values? Is the way you earn you living in alignment with what’s most important to you?

As you approach budgeting and planning for gifts of all sorts and sizes, it’s important to first think about what GIVING means to you. For some, that will bring up a sense of love and caring. For others, “giving” could conjure the notions of responsibility or duty, or even the hope of influencing some kind of outcome.

Perhaps the scariest part isn’t necessarily the numbers themselves, as much as the lingering uncertainty of it all. When will the pain end—or will it?

It’s risky to fixate on the most recent, random bursts of market activity. You’re likely to perceive false, or at least misleading “patterns” that instill overly bleak or bold outlooks, even though all evidence suggests we cannot know what to expect next.