Navigating Healthcare Costs in Retirement: How to Plan for Medical Expenses
One of the most important—and often underestimated—parts of retirement planning is figuring out how to manage healthcare costs. Many people spend years saving and preparing for retirement, but they’re caught off guard by the rising cost of medical care. As someone who has worked with clients to prepare for retirement for over four decades, I […]
The Power of Consistency: How Small Financial Habits Lead to Big Retirement Gains
When it comes to financial planning, one of the most underrated principles is consistency. Over my 43 years in the financial services industry, I’ve seen that while large, bold moves may get the spotlight, it’s the small, consistent financial habits that lead to the biggest long-term gains—especially when it comes to retirement planning. The truth […]
The Power of Persistence: How Overcoming Setbacks Can Strengthen Your Financial Future
By Wes Triani Throughout my 43 years in the financial services industry, one lesson has stood out above the rest: persistence is the key to success. Whether you’re building a career, planning for retirement, or navigating life’s challenges, setbacks are inevitable. It’s how you respond to these obstacles that determines whether you’ll come out stronger […]
Balancing Life and Career: How Goal Setting Can Lead to Long-Term Success
By Wes Triani In today’s fast-paced world, it can feel like we’re always being pulled in multiple directions at once—career, family, health, personal growth. Balancing these various aspects of life can be overwhelming, but I’ve found that goal setting is the key to maintaining that balance and achieving long-term success. Over my 43 years in […]