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Planning Perspectives

A look at life and finance from every angle.

From personal to professional, from family to financial, there are many facets to your life. Yet, each is interconnected. Planning Perspectives is a source of ideas and information to help you make the most of them all, all together.

PLANNING WELL | INVESTING WELL | LIVING WELL | VIEW ALL

Live Longer, Live Better

April 24, 2017

Retirement is generally something people look forward to. It’s a stage when we have the most control over our lives and, hopefully, the resources and good health to continue to enjoy it.

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Life Events, Retirement

Making a Life, Not Just a Living

February 7, 2017

Find a better balance with focus, the right team and rest.

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Family, Life Events, Lifestyle

How Much or How Little Will the Kids Inherit?

February 1, 2017

Talking to family members about estate planning and legacies can be difficult and potentially painful. These discussions, however, are an important way to share your choices with your children and prepare them for their financial futures. Here are a few suggestions on approaching this tricky topic.

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Estate, Life Events

‘Tis the season…for budgeting. Part two.

December 6, 2016

Preparing for the holiday season often means stressing over budgets while still trying to find the perfect gifts for friends and family.

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Family, Life Events, Lifestyle

‘Tis the season…for budgeting. Part one.

December 5, 2016

The holiday season is upon us. During this festive time, we are thinking about family, friends, parties, presents and budgets.

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Family, Life Events, Lifestyle

10 Symptoms of Caregiver Stress

November 23, 2016

As demands grow, caregivers often report feelings of sadness, stress, guilt, anger, isolation, and depression. The Alzheimer’s Association® has prepared a list of ten signs of caregiver stress.

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Life Events, Retirement