The Psychology of Retirement: How to Mentally Prepare for Life After Work
By Wesley Howard Triani Retirement is often seen as a financial milestone—one that requires years of saving, careful planning, and investment strategies. But as a financial planner with over four decades of experience, I’ve found that preparing for retirement isn’t just about the numbers. The mental and emotional aspects of retirement are just as important, […]
Creating a Legacy: How Estate Planning Ensures Your Family’s Financial Future
By Wesley Howard Triani When we think about financial planning, most people focus on retirement savings, investments, and making sure they have enough money to enjoy their later years. While these are all important, there’s another essential piece that often gets overlooked—estate planning. Estate planning isn’t just for the wealthy or those with complex assets. […]