True wealth isn’t flashy cars or luxury gifts. This holiday season, the most meaningful present you can give yourself isn’t under the tree, it’s time.

Learn how quiet, intentional financial habits create freedom, choice, and peace that last a lifetime.

The “sequence of returns” is one of retirement’s most misunderstood risks.

Learn how to build a strategy that helps your wealth and freedom last

FinTech doesn’t replace human advice, it enhances it. Learn how technology and empathy work together to help you live with more confidence, clarity, and freedom.

As 2025 comes to an end, now is the perfect time to review your tax strategy and identify smart year-end moves. From maximizing retirement contributions to timing income, harvesting investment losses, and boosting HSA savings, proactive planning can help reduce your tax bill and strengthen your financial foundation for the year ahead.

Medicare is more than a plan, it’s a choice that affects your health, finances, and retirement lifestyle. Discover the 10 questions that can help you navigate Medicare Advantage, avoid costly surprises, and align your coverage with your long-term Wealthspan goals.

Saving money doesn’t mean sacrifice. From discounts and cash-back strategies to smart shopping and travel tips, these 20 practical ideas help you make small choices that add up. Extend your Wealthspan and enjoy financial freedom today.

Self-funding long-term care sounds smart, until life happens. Learn why diversification, not hope, protects your wealth, freedom, and dignity.

Stop settling for generic advice. This strategic guide for Northern Virginia pre-retirees provides 10 non-negotiable questions to ask before hiring a retirement financial advisor. Start your Wealthspan Review.

Medicare isn’t one-size-fits-all. The wrong choice can cost thousands in hidden expenses but the right one can safeguard your health and financial freedom.

Medicare expert Laurel Corridon breaks down what every retiree needs to know before enrolling and how smart planning keeps your wealthspan intact.

Turn age 50+ into an advantage. Learn how catch-up contributions to your 401(k) and IRA can boost retirement savings, reduce taxes, and manage Medicare costs.

Your portfolio isn’t just numbers. It’s the foundation for your financial freedom. Discover how stocks, bonds, cash, and alternatives work together to extend your wealthspan and secure a life of choice, health, and purpose.

Retirement is a long retirement is a play with four distinct acts, each with a different pace, different challenges, and different needs.

Your plan needs to be ready for all of them, from the "honeymoon" to the final journey.

Retirement isn’t the end of the road. It’s the start of a new one. With the right plan, you can trade uncertainty for freedom and turn your savings into the life you’ve imagined. Here are five steps to help you prepare for a confident, fulfilling retirement.

The biggest threat to your wealth isn't the market. It's your own behavior. Even smart investors fall into predictable traps when fear, greed, or overconfidence take the wheel. The good news? These psychological pitfalls can be managed.

Moving in retirement should be a dream, but it often comes with a handful of hidden costs that can turn a big milestone into a big source of stress. Beyond the obvious expenses like the moving truck or a down payment, retirees are often surprised by costs for home modifications, changes in healthcare and insurance premiums, and even unexpected tax bills.

Creating a secure financial future isn't just about the numbers. It's about habits, mindset, and staying flexible. The key to success is to avoid these common missteps by setting clear goals, staying consistent, and building a plan designed for life's inevitable changes.

Prepare for Retirement and Secure Your Future