By early 2020, the world started to change forever with the spread of Covid-19. We knew nothing about this virus, as many people around the world lost their lives or had family or friends that were infected with this new enemy.

When the pandemic turned the world upside down in March of 2020, many Americans found themselves in difficult positions, not only with increased stress around their health and the health of their loved ones, but also with new stressors on their financial well-being and their retirement savings strategies. As the world adapted to its new…

Death is a doozy of a conversation opener, but it’s worth finding out how well clients know how long the average retiree will live—for their sake and yours. The uncertainty of a person’s lifespan makes retirement planning challenging due to two complementary concerns: on the one hand, the risk of running out of money and,…

As more investors begin to embrace and seek to understand, and ultimately invest in, emerging ‘environmental, social and governance’ portfolios (ESG), the industry has mobilized to deliver these opportunities in a way that makes sense to its clients. But that’s where things often get a little hazy, because socially responsible investors, who usually come to…

Emotional exhaustion is a condition much of the American population is familiar with. Emotional exhaustion is a symptom of burnout. Generally characterized by a sense of fatigue and a loss of enthusiasm for one's work and personal affairs, emotional exhaustion is often associated with burnout. External stressors such as those related to politics, social change,…