Each year, the period between Labor Day and New Year's Day can feel like a full-on sprint. And I’m not just talking about how quickly the seasonal aisles turn over from one holiday to the next. From the headlines to the deadlines, this time of year can feel like a whirlwind. We created this new digest, Wealthwise, to help you keep up with the content aimed to help educate and inform you on matters of importance to your financial life. Topics include the value of staying the course with our financial plans, simplifying the sometimes complex landscape of college savings, and a fascinating conversation about the definition of work, especially in a post-retirement landscape. Check out those pieces and so much more below. If something we’ve created inspires you – or you have ideas you’d like to read about – let us know!
Dream. Plan. Prosper.