3 Midlife Money Myths to Stop Believing

By midlife, you’ve likely heard plenty of financial advice — some helpful, some not. The truth is, everyone’s financial journey is different, and sticking to outdated myths can hold you back. Let’s debunk a few common myths so you can build a financial plan that actually fits your needs and goals.

Read More
Silvia Evans
Do you need a will, a trust or both?

Estate planning is an important process that protects your assets and helps you prepare for the future. Wills and trusts are common estate planning tools. What is the difference? Does one make more sense for you, or do you need both?

Read More
Silvia Evans
Longevity Planning: Are You Prepared?

Living to 100 may seem far off, but it’s a possibility for many people today. And with longer lifespans comes the need for smarter financial planning, especially when preparing for decades of retirement. If you are hoping to live to 100, how will your financial planning need to adapt?

Read More
Silvia Evans