Latest Insights Article

Redefining Wealth: How to Create a Life You Love in Retirement

When most people think about wealth, they picture numbers on a bank statement. But according to fee-only financial planner Darren Zagarola, true wealth is about something much bigger—freedom, purpose, and living life on your own terms. In this candid conversation, Darren shares how redefining wealth can change not just your finances, but your future.

Managing Money

Managing Money

When individuals mention the person who “manages my money,” they are often referring to the person who handles their investments. But the action of managing money goes far beyond investing. Here’s what you should know.

Should You Carry a Mortgage into Retirement?

Should You Carry a Mortgage into Retirement?

As many of us approach retirement, one of the key financial questions homeowners face is: should you pay off your mortgage before crossing into this exciting new phase of life? There’s no easy answer. You must consider many variables, weighing both financial and psychological factors.