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We don’t personally know Tom Brady or what his retirement goals are. But based on what has been in the media, he’s probably experiencing some of the same things the rest of us do when contemplating a major next step in our lives.

Entering retirement represents a significant life transition. With so many changes, it’s important that your estate plan is updated and properly structured for your next chapter.

Chances are many couples will celebrate Valentine’s Day this weekend. What will your Valentine’s Day look like? Maybe you’ll take off on a weekend getaway or opt for a fancy dinner out. But what if you and your partner have different ideas about money and how to spend it?

Having a relationship with a trusted advisor can help you better understand the complexities of your financial life and make more measured and thoughtful decisions. But is it really worth it?

Valuing fine art can be tricky because artwork is a one-of-a-kind asset. Unlike stocks or currency, fine art requires more care to find its value. Its fair market value hinges on authenticity, market trends, its condition, and other factors.

Whether your estate plan takes the form of a last will or a trust, the directives within the documents can only work as designed when the written plan coordinates with title and beneficiary designations on your underlying assets.

Understanding how Social Security benefits work and how to integrate them into your retirement plan is essential to maximizing the lifetime value of your benefits.

Knowing how and when to tune out the noise of alarming stock market headlines can relieve anxiety and help you stay on the path to a better investment experience.

The simplest advice for dealing with market volatility is to acknowledge stock market corrections can’t be avoided, only endured. But like the doctor who recommends you take two aspirin, it’s not the type of treatment that will receive accolades in medical journals, but that doesn’t make it any less correct.

Choosing the right allocation for your portfolio is the most important decision an investor will make. It’s essential to have the right balance between earning enough return to meet your financial goals while only taking on as much risk as you can tolerate.

Are you thinking that 2022 might be the year you finally retire? It’s exciting to think about the possibilities, but how do you know you’re financially ready to pull the ripcord?

COVID-19 cases spiked to all-time highs, however, deaths and length of hospitalizations remained below last year’s peak. Meanwhile, inflation accelerated every month since September. Equity markets continued to climb as the S&P 500 achieved 70 all-time highs in 2021.