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How to Reprogram & Improve Your Money Mindset
What’s the first thing you think of when it comes to money? Are your thoughts more positive or negative? Whatever’s natural to you can speak to your money mindset.
Erik Gruber
Oct 1, 20244 min read


7 Milestones At Age 50 & Above
Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s journey. Some also mark important milestones in retirement planning and your financial life.
Erik Gruber
Sep 18, 20245 min read


4 Pervasive Myths About Inflation
Inflation can feel inescapable these days.
For most of us, it also feels like inflation is higher and more persistent than it actually is.1
That could be because we’re seeing higher prices practically everywhere.1
Despite our experience, though, that misperception can actually harm us. It can also be bad for inflation in general.
Erik Gruber
Sep 3, 20244 min read


How to Beat Investing FOMO: The Power of Patient Wealth Building
It’s common to feel this way. Many of us experience “fear of missing out” — or FOMO — in our financial lives.
For most of us, it also feels like inflation is higher and more persistent than it actually is.1
That could be because we’re seeing higher prices practically everywhere.1
Despite our experience, though, that misperception can actually harm us. It can also be bad for inflation in general.
Erik Gruber
Aug 19, 20245 min read


3 Investment Factors that Don’t Drive Long-term Returns
As a long-term investor, you’re always thinking about what factors drive your investment returns. Unfortunately, many investors focus on things that cause short-term changes and actually have no impact on long-term market returns.
Erik Gruber
Aug 1, 20243 min read


A Guide to Pensions & Retirement Benefits
How much do you really know about retirement benefits? If you’re like most Americans, it’s not that much. In fact, most of us have fairly poor “retirement literacy,” especially when it comes to the finer points of retirement benefits.
Erik Gruber
Jul 17, 20245 min read


Practical Tips: How to Avoid These 4 Estate Planning Missteps
First, let’s start by uncovering the most common mistake in estate planning…
Surprisingly, this frequently made mistake might already be on your doorstep. A staggering number of people haven’t yet started an estate plan.
Erik Gruber
Jul 7, 20243 min read


Money Management 101: Tips for Your Kids Entering the Workforce
When we’re young, we have so many lessons to learn—one of the most important being how to manage our money.
Erik Gruber
Jun 30, 20244 min read


Your Role & Responsibilities as an Agent in a Power of Attorney (POA)
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors, stepping into the role of power of attorney can be unlike anything else.
Erik Gruber
Jun 23, 20246 min read


Pre-Retirement Preparedness: Planning for Your Career Exit
This is it. You’re zeroing in on your retirement years. You’ve been planning this for decades, but are you really ready? If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.
Erik Gruber
Jun 16, 20243 min read


Longevity in Retirement & What You Should Know
How many years will your retirement last? What are the chances you’ll live past 90? Most of us answer those questions wrong because we don’t have strong longevity literacy.
Erik Gruber
Jun 9, 20243 min read


Retirement as a Single Woman
If you’re in the 29 percent of women between ages 50 and 64 who are single, you may be wondering what retirement will look like.
Erik Gruber
Jun 2, 20243 min read


Mastering Stormy Waters: Smart Strategies for Healthcare Costs in Retirement
Dreaming of your retirement often brings images of sandy beaches, extra time with family, or perhaps finally writing that novel.
Erik Gruber
May 26, 20243 min read


Small Business Owner Retirement: Dealing with an Unexpected Exit
You’ve spent many years building your business from the ground up, working through the highs and lows of entrepreneurship.
Erik Gruber
May 19, 20243 min read


Financing Long-Term Care: Your Options Explained
It’s not always pleasant to think about who will take care of you when you’re no longer able to take care of yourself, but planning ahead is a necessary part of getting older.
Erik Gruber
May 12, 20243 min read


Top 4 Social Media Money Scams & How to Spot Them
Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud
Erik Gruber
May 5, 20244 min read


IRS Woes: Don't Let Taxes Derail Your Retirement Plans
All United States citizens are subject to income tax from the federal government, even those who are retired.
Erik Gruber
Apr 28, 20243 min read


5 Signs You’re Headed for a “Cushy” Retirement
How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality of your retirement plan are certainly two big factors.
Erik Gruber
Apr 21, 20243 min read


Divorce and Retirement: Here’s What You Need to Know
Divorce is never an easy experience, whether you’ve been married for decades or just a few years.
Erik Gruber
Apr 14, 20243 min read


4 Financial Mistakes to Avoid this Spring
Spring isn’t just about budding plants, changing the clocks, or paying your tax bill. It can be the perfect time to refresh financial tasks and dust off your long-term goals.
Erik Gruber
Apr 7, 20243 min read
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