Discover the keys to pursuing a fulfilling and secure retirement. Staying socially connected, saving consistently, maintaining a healthy lifestyle, planning for future care, and preparing for retirement on your own terms.
Financial Plan
Financial Resolutions for Individuals Nearing Retirement
The new year brings a fresh start and a chance to take control of your financial future. Check out our blog for financial resolutions to help you pursue your retirement goals and feel confident in your financial security. From fully funding your emergency fund to working with an Enduring Wealth Advisor, we’ve got you covered. Let’s make this year the year you confidently pursue your retirement dreams!
5 Financial Bad Habits to Cut This Year
Regarding financial bad habits, we've all heard the same old advice - don't spend too much, stay away from crazy debt, and avoid living paycheck to paycheck. But here's the thing: sometimes, even when we follow all those tips, we still await progress. It feels like...
Creating Financial Resolutions as a Couple
Happy New Year! It is the perfect time for couples to get together and set their own financial goals for the upcoming year and make resolutions about their personal life, business life, and finances. Setting goals together may strengthen your relationship and help you...
Scrooge and the Ghosts of Financial Planning
In Charles Dickens's timeless classic, "A Christmas Carol," Ebenezer Scrooge transforms from a miserly old man to a generous and empathetic soul. Along the way, he encounters the Ghosts of Christmas Past, Present, and Yet to Come, who reveal essential lessons about...
Forward-Thinking Investors Get Triple-Tax-Advantage from Healthcare Savings Accounts
Jane is a 32-year-old and recently discussed Health Savings Accounts (HSA) with her financial advisor on how to get the biggest benefits possible from her limited budget for long-term investments. She discovered that the HSA is much more than just a savings account....
How Can I Improve My Financial Habits?
I wish I knew how to coherently describe the process of fixing your bad habits. This may be snarky, but if you spend too much, you must quit doing that.
Interval Workouts Enhance Portfolio Risk
Lots of marathoners never do any kind of speed work, simply building their mileage. They just want to get to the finish line.
Life After Valero Your Thrift Savings Plan AKA 401k
In this video we share with you the details of what’s going to happen specifically with your Valero Energy Corporation Thrift Plan…
Can’t cheat the marathon
“The marathon won’t be cheated.” That’s what I’ve told aspiring runners for years. And in the 2019 Boston Marathon, I proved the point…