Purpose-Based Planning

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Weekend Reading: The Ethical Will or Family Love Letter: How to Transfer More Than Money to Future Generations

Your legacy plan has the capability to go far beyond tangible materials and wealth assets.

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Weekend Reading: What You're Really Worried About When You're Worried About Money

Does money truly have the power to elevate your life? It can certainly take care of your most basic necessities, but according to Maslow’s Hierarchy of Needs, money has a limit on the amount of happiness it creates.

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Weekend Reading: Retirees Should Enjoy Their Savings More, Here's How

If you have secured a retirement plan you feel confident about, it’s time to enjoy the fruits of your labor.

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Weekend Reading: What Does Passing on Values to the Next Generation Really Look Like?

Values ultimately lend a hand in the legacy you leave behind, which might make the question of how to pass them on to your children or grandchildren seem daunting.

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Weekend Reading: Why Making Retirement (Or Other Financial) Decisions Based on Happiness Studies May Not Be a Good Idea

My favorite blog takes a look at how we should all take the data produced from "happiness" studies with a grain of salt, especially if you’re letting them help determine important life decisions.

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Weekend Reading: Wes Moss: Secrets to Family Relationships and Happiness in Retirement

Family and the relationships you have with your loved ones play a large role in not only your happiness today, but also years into retirement.

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Weekend Reading: Learning to Embrace the Chaos & The End of History Illusion

Take a moment to think about how you have evolved over the past decade. The changes you find might be profound. You certainly have learned a lot and gained more life experience, however, the other aspect to keep in mind is what this article refers to as the “end of history illusion”.

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Weekend Reading: How Generosity Changes Your Brain

Can money buy happiness? Research says maybe – if you spend it on others.

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Weekend Reading: Who the Happiest Retirees and Most Unhappy Retirees Are

The pursuit of happiness in retirement might be much more complex than you ever realized. In order to become what this article refers to as a “HROB” (Happiest Retiree on the Block), there are crucial financial and non-financial aspects to consider.

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Weekend Reading: 10 Ways to Stop Comparing Yourself to Others & Love Who You Are

Have you ever heard the saying, “Comparison is the thief of joy”? While doing so might be easier than ever with the amount of technology we have at our fingertips, it can quickly cause you to feel unsuccessful, inadequate and as if you’re not reaching your highest potential.

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Weekend Reading: I Failed at Retirement. How to Avoid My Mistakes

The author of this article highlights five fails he experienced in retirement that have less to do with money, and more to do with your purpose, intention and overall emotional readiness for stepping into your second act.

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Weekend Reading: For Happiness in Retirement, Forget About Your Kids and the Fancy Car, Advisors Say

What’s the secret recipe for a happy retirement? According to a recent Morningstar panel, it includes three things: Having enough money, having relationships with your peers and community, and having your health.