Family

Five Strategies for Befriending Uncertainty

By: Laura BergerEvery rung I climbed on the corporate ladder was giving my ego the success it so craved. But there was one glaring problem: I wasn’t truly fulfilled. Compelled to reevaluate my life and career, I asked myself the all-important question: What truly...

Protecting Your Income – Disability Insurance

The ability to earn an income is often a person's most valuable asset. This non-branded presentation provides detail concerning the risks a person faces with an emphasis on disability. It also provides an overview of the limitations of various options available to...

The Importance of Leaning In with Clients

By: Marguerita M. Cheng As the daughter of a Chinese father and American-born mother, I have been exposed to many different stereotypes in the US, Europe, and Asia. I also grew up taking in mixed messages about what it means to be a successful, professional woman....

The ‘stretch’ option for maximizing IRAs

By: Elliot RaphaelsonBecause most employers have eliminated defined-benefit retirement plans, future retirees will depend more than ever on 401(k) plans, traditional IRAs and Roth IRAs.To plan for a successful retirement, you must understand the fundamentals and...

Downsizing in Retirement

By: Allison PearsonDo you and your partner share the same goals & expectations for the future throughout your changing life phases?My son recently headed off to college. It was an important life transition, not just for my son, but for me and my husband as well....

Walking the Tightrope of Change: When Virtue Becomes Vice

By: Laura BergerI was ‘Structured Laura’ before Glen and I moved to Costa Rica in 2006. I thrived in the corporate environment. So, when we embarked to Central America, I thought to myself, “If I can make it in fast-paced downtown Chicago, paradise will be a...

Rewrite Your Money Story, Change Your Life

Do you tell yourself money stories? Is there a little voice in your head saying “you’re no good with money,” or “you’re not capable of getting a handle on your finances,” or “you’ll never manage to save enough”? Negative, demoralizing stories like these can keep you...

Three Ways to Fix Your Feedback

By: Raleigh MayerSome Like It Hot. No, not the summer--the Billy Wilder classic film comedy.In the final scene, Joe E. Brown's character said it best: "Nobody's perfect". So if you have recently received a performance review or employee engagement survey results,...