Personal Financial Planning in Retirement
As you approach and enter retirement, your focus typically shifts from saving, investing, and staying on track to spending, preserving, and ensuring you have enough to last.
War, Conflict & Long-term Investing
When we’re facing major geopolitical events, war, health crises, or a recession, many investors’ immediate reaction is that we’ve never seen something like this before. Unfortunately, that often leads investors to make short-term, reactive decisions that ultimately harm their long-term investment plan.
Planning for Your Prime Earning Power Years
Here we zoom in on your best power plays for the age 35–65 sweet spot, when you’re not yet fully financially independent, but you’d love to do all you can to get there sooner than later.
The Wheel of Wellness: 7 Habits of Healthy, Happy People
Heather Martin talks about The Wheel of Wellness, changing public perception of wellness, the role of genetics versus lifestyle, and how to find your purpose.
Personal Financial Planning for Ages 25–35
Maximize your financial potential with tailored investment strategies for 25-35-year-olds, leveraging time and compound growth for long-term wealth.