AI promises convenience — and who doesn’t love the idea of an “Easy” button? But when it comes to retirement, that’s a dangerous mindset. Most people only get one chance to retire successfully — and stay retired successfully.

You may not be able to control the cost of groceries or gas, but you can control how much of your money you get to keep. Here are five practical ways to create some extra wiggle room in your wallet.

Most people don’t truly want a successful retirement because they are not willing to do what it takes to achieve it. Immediate gratification can hinder long-term financial goals.

A significant number of Americans, estimated at 42%, believe they are either uninsured or underinsured; however, this is a self-diagnosed statistic, suggesting the actual number of underinsured individuals may be even higher.

Ignoring taxes and inflation in financial planning is a mistake, as Uncle Sam and inflation can significantly erode investment gains.

Selling your business is one of the biggest financial events of your life. The truth? You probably don’t know what you don’t know when it comes to tax strategy—and that’s okay. Let us help you.

If you want a business that is attractive and ready to transition, if you want to leave a lasting legacy, and if you want to retire successfully and stay retired successfully; then now is the time to do something about it.

The role of a life planner is to help individuals define what it means for them to live life on purpose, understand future goals, current situation, family dynamics, and feelings about risk, and then identify the right professionals to involve at the appropriate times.

There’s a saying that people spend more time planning a two-week vacation than they do planning a 20- to 40-year retirement. Don’t let that be you. Retirement isn’t the end of the road—it’s the start of a new journey.