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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

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

Where Your Retirement Money Goes

January 17, 2017

Wealth alone cannot buy a quality retirement any more than it can buy happiness – but having a solid financial foundation can make those years more enjoyable.

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Retirement

Retiree in Training

January 9, 2017

Are you ready to retire? Are you sure? Think about it before you say, “Yes!”

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Retirement

Is Your Estate Plan Ready for the New Year?

January 3, 2017

These simple questions can help make sure your estate plan is ready for all of 2017.

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Estate, Family

‘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