S2 Wealth Planning

07/20/2026

To boost the chances that your savings will let you live comfortably in retirement, there are six primary areas of risk that you need to address.

07/14/2026

There is no definitive age at which it is too late to buy long-term care insurance, as the answer can vary depending on your individual circumstances. However, it is generally recommended that people consider purchasing long-term care...

There is no definitive age at which it is too late to buy long-term care insurance, as the answer can vary depending on your individual circumstances.

07/10/2026

Yes, it is generally recommended that you save for retirement even if you have debt. While it's important to pay off your debt, saving for retirement is also essential because it takes time to build up a sufficient retirement nest egg....

Yes, it is generally recommended that you save for retirement even if you have debt. While it's important to pay off your debt, saving for retirement is also essential because it takes time to build up a sufficient retirement nest egg.

07/06/2026

Your "why" of financial planning is your personal reason for wanting to improve your financial situation. Everyone's "why" is different and can be shaped by various factors, such as your values, goals, and life experiences. Here...

Your

07/06/2026

Most of us will outlive our ability to drive safely by several years. That makes "driving retirement" something to plan for thoughtfully, proactively, with dignity, and before it becomes an emergency.

Take the assessment to put a transition plan in place for limit seniors' driving to times and places that are safest for them and the community.

06/30/2026

F.I.R.E. (Financially Independent, Retire Early) is a financial movement focused on achieving financial independence and early retirement. The goal of F.I.R.E. is to accumulate enough savings and investments to achieve financial...

F.I.R.E. (Financially Independent, Retire Early) is a financial movement focused on achieving financial independence and early retirement.

06/24/2026

In the movie Avengers: Infinity War, one of the superheroes, Dr. Strange, at a key part of the movie goes into a trance. During that time, he was able to time-travel run through more than 14 million potential outcomes of a...

Want to see what the future holds? Optimize your future by testing potential outcomes over thousands of potential trials.

06/11/2026

If you could choose between living to 90 with 25 years of declining health, or living to 85 with 20 vibrant, independent years, which would you choose?
Most people already know the answer. The key is making sure your plan supports it.

Lifespan tells us how long we may live. Healthspan tells us how fully we get to live those years. You should include both in your financial planning discussions.

05/22/2026

As we celebrate the unofficial start of summer, we take a moment to give heartfelt thanks to the brave soldiers who fought for our country, protecting the special life we too often take for granted.