Mark Sweeney Mark Sweeney

Your Purpose After Work. Live Fully.

For decades, retirement has been defined by a simple script: work, save, and then stop. The happiest, longest-living people don't just stop working; they replace work with meaningful activities. They have a "reason for being."

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Mark Sweeney Mark Sweeney

What is Financial Wellness?

Most people think financial planning is about spreadsheets and budgets. But true financial wellness is quieter. It's the confidence to live your life without money whispering stress in your ear.

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Freedom Mark Sweeney Freedom Mark Sweeney

The Hidden Costs That Surprise Many Retirees

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.

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