Life By Design Investment Advisory Services

05/29/2026

"Are the goals you are pursuing truly your own?" That question is at the heart of Luke Burgis's book, Wanting: The Power of Mimetic Desire in Everyday Life, a thoughtful and practical read about why we want what we want and Monique's next Recommended Reading. https://lbdias.com/recommended-reading/

05/27/2026

Your health is truly your wealth regardless of age. What's one thing you can do to take care of your mind and body today?

05/25/2026

Remembering and honoring the heroes who have served our country with bravery.

05/21/2026

"Each encounter we have with another person enables them, and us, to want more, to want less, or to want differently." This fact is driven home in Luke Burgis' book Wanting, a deep dive into understanding why we want what we want and how interactions shape our lives. A book that clearing illustrates paths to a Life By Design, or one by default. Learn more about What Monique is Reading https://lbdias.com/recommended-reading

05/20/2026

Time for an insurance check-up! We've got a helpful checklist of things you should consider when reviewing your insurance policies and coverage.https://lbdias.com/wp-content/uploads/2026/05/What-Issues-Should-I-Consider-When-Reviewing-My-Health-And-Life-Insurance-Policies.pdf

05/18/2026

Your retirement plan is a living blueprint that adapts to your life's ebb and flow. Wherever you are in your journey it's never too late or too early to design your best life. https://lbdias.com/retirement-by-design-the-three-phases-of-thriving-later-life/

05/13/2026

Wealth alone does not determine how much you will enjoy retirement. It's a combination of health and wealth that will help you get the most out of your independence and freedom in retirement. Here are a few ways you can work to maintain or improve your overall wellness as you enjoy this time of financial independence.

It is possible to plan your retirement to accommodate total financial freedom. However, wealth alone does not determine how much you will enjoy retirement. It’s a combination of health and wealth that will help you get the most out of your independence and freedom in retirement. Here are a few way...

05/13/2026

There are two main ways in which modern retirement has changed- medical costs and retirement lifestyle. Here are four considerations to make as you plan your vision for the future. https://lbdias.com/blog-how-retirement-has-changed/

04/29/2026

Reminder: Seating for our upcoming Coffee Talk May 5th is extremely limited. If you plan to come Tuesday, remember an RSVP is essential!

04/27/2026

Over 80% of people overestimate the cost of Life Insurance, but depending on your circumstances it could cost around $1 a day. https://lbdias.com/blog-protection-planning-life-insurance-facts/