Uncategorized

  • The 7 Wonders of Your Own Town

    The 7 Wonders of Your Own Town

    You don’t have to go far to discover something new. In fact, some of the most interesting experiences are often right in your own backyard. Exploring your community can strengthen connections, spark curiosity, and create memories without the cost or hassle of travel. Here are seven ways to start: 1. Seek out the landmarksVisit the…

  • How Upbringing Shapes Your Money Mindset

    How Upbringing Shapes Your Money Mindset

    Your investment strategy might have less to do with market data and more to do with the dinner table you grew up around. The way you think about money, the risks you take, the risks you avoid, often trace back to lessons you didn’t even know you were learning as a kid. Scarcity vs. Abundance…

  • How to Fire Old Financial Habits

    How to Fire Old Financial Habits

    You’ve advanced in your career. You’re earning more and managing the responsibilities that come with success. Yet maybe you’ve maintained some financial habits that you should have left behind. These habits are often rooted in past visions of security or achievement. But if the conditions have changed, it’s worth asking whether the behavior still fits.…

  • Retiree Viewing Guide: Shows Worth Your Time

    Retiree Viewing Guide: Shows Worth Your Time

    Retirement often opens up something many of us didn’t have before…time. And more retirees are treating their screen time with the same care they give to travel plans or reading lists. Whether you’re after thoughtful storytelling, eye-opening documentaries, or something to share with friends, the right show can feel like a new adventure, or at…

  • Expand Your Circle in Retirement

    Expand Your Circle in Retirement

    When you picture retirement, you probably think of freedom. With more time and fewer obligations, you finally have the chance to relax. What many don’t expect, though, is how retirement changes your social life. The people you saw every day…coworkers, clients, even your favorite barista…may no longer be part of your regular routine. That sudden…

  • Pickleball Like a Pro

    Pickleball Like a Pro

    Pickleball is booming and not just with weekend warriors. Retired high achievers are trading in golf carts for court shoes and discovering that this isn’t a slow-paced sport. It’s fast, competitive, and addictive. The question is: are your skills sharp enough to keep up? 1. The Gear That Matters (and What Doesn’t) Here’s the deal:…

  • How to Maximize Your Credit Score

    How to Maximize Your Credit Score

    For the wealthy, credit scores can feel like a formality. After all, when you have ample liquidity, who’s really checking your credit? Turns out, plenty of people are. Lenders, underwriters, insurers, and even business partners may review your credit as a measure of trustworthiness and financial discipline. And while a high-net-worth can open doors, a…

  • The Hidden Cost of DIY Investing

    The Hidden Cost of DIY Investing

    Doing your own investing has never been easier. The tools are accessible. The fees are low. The online resources are endless. But there’s one cost that often gets ignored: confidence. 1. Confidence Feels Easy in Good Times When markets are calm and rising, it’s easy to feel in control. A few smart moves can build…

  • Prism 2025 Midyear Outlook

    Prism 2025 Midyear Outlook

    AndPartners_Prism_2025Midyear_06192025Download

Let’s Build Your Legacy Together

Broker Check Logo