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Can you relate to any of the following?

• “I should have bought that stock before the company went public!”
• “What a shame — I wish I had invested in that new tech before it went mainstream!”
• What’s the next “unicorn” that will make a fortune?”

It’s common to feel this way. Many of us experience “fear of missing out” — or FOMO — in our financial lives.¹

First, let’s start by uncovering the most common mistake in estate planning…

Surprisingly, this frequently made mistake might already be on your doorstep. A staggering number of people haven’t yet started an estate plan. It’s a critical oversight that can have far-reaching implications, but this isn’t the only pitfall that can disrupt your planning efforts.

Here’s a breakdown of 4 estate planning missteps and how to fix them:

A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors, stepping into the role of power of attorney can be unlike anything else. That’s because it puts you in the driver’s seat to make key decisions and oversee vital needs for someone else. That doesn’t mean that POAs come with carte-blanche powers or that one power of attorney will mirror another. Explaining how POAs work, this guide shares more fundamentals, detailing some common types of powers of attorney and the responsibilities you may have as an agent of one of these devices.

How many years will your retirement last?

What are the chances you’ll live past 90?

Most of us answer those questions wrong because we don’t have strong longevity literacy.¹

That means that about 81% of us1 aren’t working with a viable understanding of our own life expectancy.

Let’s explore how understanding longevity could create a positive impact in your retirement planning.

With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years require careful financial planning. This blog post advocates for partnering with a financial professional to navigate these challenges, offering tailored guidance on Medicare, long-term care funding, and retirement law changes. By preparing strategically, retirees can confidently set sail into their golden years, free from the turbulence of unforeseen financial burdens.

Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud.¹

There have been more than $2.7 billion in losses to social media scams between January 2021 and June 2023.²

And whether or not you’ve seen these cons in action, they don’t look the same today as they did even a year ago.²

They’re becoming more personalized and harder to detect from real opportunities.¹

How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality of your retirement plan are certainly two big factors. But when considering the economy and inflation, a definitive picture of our financial future can feel somewhat elusive. So, to shed a little light (and provide a little guidance), here are a few telltale signs you might be set up for a “comfortable” post-work lifestyle.

Spring isn’t just about budding plants, changing the clocks, or paying your tax bill.

It can be the perfect time to refresh financial tasks and dust off your long-term goals.

As we begin a new season of financial “spring cleaning,” here are 4 (commonly made) mistakes you can prevent this year:

Mistake #1: Budgeting for 2023––Not 2024

A great first step to revitalizing your budget is a moment of reflection on this year’s goals.

Think vacations, purchases, new subscriptions––has your vision changed since 2023?

What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel exhausting. There are, however, a few simple, yet commonly overlooked steps you can take today to help you feel more comfortable throughout your planning process.