We continue with part 2 of our series of discussing and debunking why we think the way we do about our finances. Cognitive biases that shape financial decisions come from all aspects of our life, read Your Brain and Your Finances below to learn more. There are also some tips to optimize your retirement income. This month, Market Ethos and their witting writers reference Tom Clancy’s thriller to draw similarities to our current ecomonic situation. We hope you enjoy this mon

Understanding our personal biases when it comes to our finances can open possibilities to greater opportunities. Know your limiting beliefs

As we move further into the year, there are certainly no shortage of things competing for our attention. Many are busy gathering documents and preparing for income tax season, while at the same time world events continue to unfold in ways that can surprise, concern, and stir strong emotions. Check out how to not leave money on the table with your taxes this year in the article below.

Creating a thoughtful estate plan is one of the greatest gifts you can give your family — providing clarity, reducing stress, and ensuring your wishes are honored. True peace of mind comes not only from having documents in place, but from having meaningful conversations with loved ones about what matters most.