well-th-and-well-being

Well-th and Well-being

The Retirement Crisis No One Warns You About: The Loss of Built-In Purpose

By Alicia Sher, CFP® / May 19, 2026

The Retirement Crisis No One Warns You About: The Loss of Built-In Purpose By Alicia Sher, CFP® Tom and Linda had the perfect financial plan. They spent decades working hard, accumulating wealth, and meticulously preparing for the future. Every few years, they met with a financial advisor who ran sophisticated Monte Carlo retirement scenarios – […]

Well-th and Well-being

Employer Open Enrollment: Make Benefit Choices That Work for You

By Raj Chokshi, CPA, MBA, CFP® / October 23, 2025

Employer Open Enrollment: Make Benefit Choices That Work for You By Raj Chokshi, CPA, MBA, CFP® According to the Kaiser Family Foundation, the average cost of health coverage for a family of four was $25,572 in 2024. While employers contributed the lion’s share, $6,296 of that amount was paid by employees. Employees have largely been […]

Well-th and Well-being

Beyond Monetary Gains: How Pets Bring Us True “Well-th”

By Alicia Sher, CFP® / August 11, 2025

Beyond Monetary Gains: How Pets Bring Us True “Well-th” By Alicia Sher, CFP® It all started with a simple photo: one of our team members’ dogs, affectionately dubbed our office mascot. We shared it with a wink and a wag — and the response from our clients was overwhelming. Messages poured in and suddenly our […]

Well-th and Well-being

How an Ancient Game of Skill, Strategy, and a Bit of Luck Mirrors Financial Planning and Investing

By Alicia Sher, CFP® / May 1, 2025

How an Ancient Game of Skill, Strategy, and a Bit of Luck Mirrors Financial Planning and Investing By Alicia Sher, CFP® After hosting my second Bluerock Mah Jongg event (if you’re unfamiliar with the game, keep reading!), I’ve been reflecting on the many similarities between this centuries-old game and my career in financial planning. Who […]

Well-th and Well-being

Kicking Off the New Year with a Healthy Mindset

By Alicia Sher, CFP® / January 3, 2025

As we wave good-bye to 2024 and welcome 2025, it is an ideal time to look back and reflect on all that has happened to us over the past year, both positive and negative, our goals, and the lessons we’ve learned through our accomplishments and failures. This reflection can serve as a powerful tool for […]

Well-th and Well-being

Sun Smart and Wallet Wise: Mastering Summer Skin Safety

By Alicia Sher, CFP® / June 20, 2024

Sun Smart and Wallet Wise: Mastering Summer Skin Safety By: Alicia Sher Summer is here, and as we gear up for beach trips, neighborhood pool visits, and pickleball matches with friends, protecting our skin from the sun’s rays becomes essential. Sun exposure can cause premature aging, sunspots, and eye damage, and it is the leading […]

Well-th and Well-being

Nourishing Your Body and Finances for a Healthy Future

By Alicia Sher, CFP® / March 19, 2024

Nourishing Your Body and Finances for a Healthy Future By: Alicia Sher March goes beyond the celebration of National Nutrition Month; it provides a timely opportunity to contemplate the connection between our dietary choices and financial well-being. By aligning our plates with our wallets, we can create a holistic approach to well-being that benefits both […]

Well-th and Well-being

Embracing the Season of Change: The Physical and Mental Health Benefits of the Fall

By Alicia Sher, CFP® / October 9, 2023

As the leaves transform into a vibrant tapestry of red, orange, and yellow, and the crisp autumn air fills our lungs, we are reminded of the undeniable charm of the fall season. Beyond its aesthetic beauty, fall offers a myriad of physical and mental health benefits that make it a truly remarkable time of year. […]

Well-th and Well-being