by Chris Weetman | 1 Jun 2020 | Financial Planning, Investment Planning, Life Planning, Retirement Planning
The coronavirus pandemic has put all our short-term needs at the forefront of our minds. Just getting through one week of virtual work meetings, home schooling lessons, and grocery shopping can be a challenge. And if you’re one of the millions struggling with income...
by Chris Weetman | 15 Apr 2020 | Financial Planning, Investment, Investment Planning, Life Planning, Markets
None of us planned for this. But if you have a life focused financial plan in place, it will have mechanisms in place that will help you get through this tough patch with the coronavirus and the financial market volatility. The key is not letting heightened emotions...
by Chris Weetman | 7 Jan 2020 | Financial Planning, Investment Planning, Life Planning, Markets, Retirement Planning
Focus on What You Can Control to Improve Your Financial Well-Being At this time of the year most of the things that the “experts” are warning you to prepare for are things beyond your control. Rather than stare into a crystal ball and make predictions, we prefer to...
by Chris Weetman | 15 Dec 2019 | Life Planning, Retirement Planning
Transitioning from a Work Identity to a Retirement Identity The jobs we do for 40 hours every week – and the life that job provides for our families over decades – has a significant influence on how we view ourselves. That’s why many new retirees struggle with a loss...
by Chris Weetman | 15 Nov 2019 | Life Planning, Retirement Planning
3 Non-Traditional Travel Options That Could Add Some Adventure to Your Retirement Many of our clients are exploring new types of travel to keep their itineraries fresh and their experiences invigorating, ticking off their own personal ‘bucket list’ as they...
by Chris Weetman | 15 Oct 2019 | Financial Planning, Life Planning
3 Considerations to Ensure Your Second Act Career is Fulfilling and Profitable Your parents and grandparents might have worked at the same company for their entire careers. Today, that kind of longevity is increasingly rare. Many are forced into a new career by the...
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