Lifestyle & Travel
Living your best life.
Make sure that what you're planning next fits your wealth management plans. Get the tips and insights to help.
Books for Your 2021 Summer Reading List
Summer is a great time to catch up on our reading. Books that help us develop skills and enhance our knowledge of the world — especially those that are well-written — deserve a place on the perfect summer reading list.
Supporting Your Adult Children in a Post-Pandemic World
The COVID-19 pandemic and the resulting economic downturn have greatly impacted the lives of young adults, forcing many to move back home – especially those who resided in densely populated cities or others who may have been laid off and are now hunting for a new job.
Refocusing for the Future: Reflecting on Living Through COVID-19
It’s safe to say that most of us could not have predicted the extent to which our personal and financial lives would have changed over the past year of living through the pandemic. We began working from home, made mask-wearing an essential habit and avoided large gatherings – and yet, the light at the end of the tunnel is now in view.
How Can I Talk to My Child About Being the Executor/Executrix of My Will?
It takes courage to confront one’s own mortality. Yet doing so—and putting the processes in place to manage your remaining financial obligations and administer your estate—is critical to minimizing family disputes and ensuring the wellbeing of your descendants. But who can be trusted to perform such duties when you’re gone?
A New Chapter: Four Tips for Empty Nesters
When kids go off to college, it’s a time of new beginnings—a chance for graduating high school students to learn about themselves, expand their worldview, and get a sense of what the real world is all about.
Buying a Vacation Home: Is It Time to Make a Move?
Regardless of whether your dream vacation home is a quiet cottage by the lake, a beach villa or a condo at the golf course, buying a vacation home can be a difficult decision.
Head & Heart: A Checklist for Navigating Next Steps After Losing a Loved One
After losing a loved one, it’s natural to experience a wide spectrum of emotions, including profound sadness, shock, and disbelief.
Expecting the Unexpected in the Loss of a Spouse
The unexpected death of a family member is an emotional, vulnerable moment for families, who must subsequently address how they will move forward without their loved one.