Seek and Find!
Growing older without a spouse or partner can bring unique challenges—and opportunities—for planning your financial and personal future. In this Lessons in Financial Experiences (LIFE) video, we explore what it means to age as a single individual and how to prepare for it with confidence. Single by choice, or by circumstance, you’ll learn how to take control of your future and age with dignity, independence, and peace of mind.
In this follow-up to our webinar last year “Outliving Your Annuities”, we took a deeper dive into how annuities can support long-term retirement income planning.
"Risk should never feel accidental. It must be intentional, understood, and appropriately compensated."
“Digital clutter and documents build up gradually over time, but they can usually be organized in a few focused sessions.”
Q: How will divorce affect my taxes and filing status?
Q: There’s an old saying that “the best investors are dead.” What does that mean?
Q: With so much uncertainty in the markets right now, how can I keep my financial plan on track without having to constantly change it.
Do you ever find yourself tapping Buy Now at the end of a stressful day? In the moment, this small purchase may feel like a harmless act of self-care. But if you zoom out, you might see you’re moving away from self-care—and your financial goals—instead.