When to Stop Saving for Retirement is a personalized decision, and finding the right moment depends on several important factors. Here are some key learnings the article provides: Think about what you want to do when you retire, like traveling or hobbies, because these plans will impact how much money

Understanding the need to plan for retirement is crucial as you approach your later years. It offers you comfort and security in a phase of life when your regular earnings might taper off. Retirement planning is inherently complex, involving numerous variables—not just how much you’ve saved. You need to assess

A Guide to Your Dream Destination Retirement Many people dream of retiring in a beautiful location that would feel like a vacation—for the rest of their lives! (And isn’t that what retirement should feel like?) Even if you’re not worried about having enough… not only money to retire in Hawaii,

Lessons From a Health Scare: How a Financial Expert Changed His Views In May of 2022, I was diagnosed with a brain tumor. While there’s a happy ending to the story, there’s also a lesson—several lessons actually—that I feel like everyone can learn from. Earlier that spring, I had lost

Women seeking security and independence may have some learning to do—as well as mindset shifts to make. But it’s rewarding! This learning can all be done through our guide that dives into the 6 financial steps for women. Women live longer than men and are increasingly seeking their own financial

After years of working with Atrium Health employees, I’ve seen some patterns. There are certain financial planning challenges that pop up time and time again. As a firm, we’ve grown adept at understanding how these challenges affect Atrium Health employees and how to best address them. Look through this list

You may have received an Atrium Health benefits package, but do you know how to maximize it? Let’s dive into learning how you can maximize your Atrium Health benefits package. Get The Full 401(k) Employer Match Offered By Your Atrium Health Benefits Each year, Atrium Health will contribute 2% of

Debating whether you should pay off mortgage or invest money? Then keep reading to come to a decision! Pay Off My Mortgage Or Invest My Money? Here’s How to Decide If you come into any kind of financial windfall—whether a raise or bonus at work, a settlement or an inheritance—you