The Psychology of Retirement: How to Mentally Prepare for Life After Work
By Wesley Howard Triani Retirement is often seen as a financial milestone—one that requires years of saving, careful planning, and investment strategies. But as a financial planner with over four decades of experience, I’ve found that preparing for retirement isn’t just about the numbers. The mental and emotional aspects of retirement are just as important, […]
Creating a Legacy: How Estate Planning Ensures Your Family’s Financial Future
By Wesley Howard Triani When we think about financial planning, most people focus on retirement savings, investments, and making sure they have enough money to enjoy their later years. While these are all important, there’s another essential piece that often gets overlooked—estate planning. Estate planning isn’t just for the wealthy or those with complex assets. […]
Beyond the Basics: Understanding the Role of Estate Planning in Your Financial Future
Estate planning is often overlooked in financial conversations. Many people think it’s only for the ultra-wealthy or something to tackle later in life. However, estate planning is a vital part of your financial future, no matter your income or stage in life. As someone who has worked in financial planning for over 43 years, I […]
The Hidden Costs of Retirement: How to Budget for the Unexpected
Retirement is often viewed as a time of relaxation and freedom—a chance to enjoy the fruits of your labor and finally pursue the hobbies, travel, or family time you’ve been dreaming about. However, as a financial planner with over 43 years of experience, I’ve seen how unanticipated costs can catch retirees off guard, potentially derailing […]
The Importance of Reviewing Your Financial Plan: How Small Adjustments Can Make a Big Impact
By Wesley Howard Triani A financial plan is like a roadmap—it guides you toward your goals and helps you navigate life’s financial twists and turns. But even the best-laid plans need to be revisited and adjusted from time to time. Life is unpredictable, and changes in circumstances, markets, or personal goals can throw your plan […]
How to Talk to Your Financial Advisor: Key Questions to Ask Before Making Decisions
By Wesley Howard Triani Talking to a financial advisor can be one of the most important steps you take in securing your financial future. Whether you’re planning for retirement, managing investments, or navigating complex financial decisions, a good financial advisor can provide valuable guidance tailored to your unique needs. However, to get the most out […]
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 […]