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Blog

Planting the Seeds for the Future

May 29, 2025
Each year on May 29th, 529 Day reminds families, professionals, and advocates across the country to reflect on the...
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Money Maps: A Flexible Approach to Financial Freedom

May 15, 2025
Executive Summary: Flexibility Over Restriction: Money Maps offer a more adaptable approach to finances than traditional...
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Giving Back to the Community Through Volunteering with Garden of Health

Apr 25, 2025
At Prepared Retirement Institute, we believe in not just helping our clients work towards their financial goals but also...
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Understanding Trusts in Estate Planning

Mar 31, 2025
Estate planning is often seen as a daunting process, especially after the loss of a partner. For widows, it’s not just...
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Estate Planning Essentials for Widows

Mar 26, 2025
Widows often face significant financial challenges and complexities following the loss of a spouse. At Prepared...
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selective focus photography of graph by m. courtesy of Unsplash.

How to Handle Market Volatility: Lessons for 401(k) and IRA Investors from Real Estate Investors

Mar 11, 2025
Executive Summary Understanding Market Volatility: Market downturns can trigger feelings of anxiety, rooted in our...
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How Tariffs Can Impact the Stock Market—For Better or Worse

Mar 6, 2025
When we hear about tariffs the conversation often turns to trade disputes and economic implications. But there’s another...
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Love and Money: A Deeper Connection

Feb 7, 2025
Executive Summary Profound Insight: A mentor shared, “Money is love,” highlighting how our financial choices reflect our...
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Why Estate Planning Is More Than Just Paperwork

Jan 29, 2025
Estate planning is often seen as a tedious task that many tend to delay or dismiss. However, as Ashley Han, an...
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Finding Balance in Financial Freedom: The Power of a Freedom Fund

Jan 9, 2025
Executive Summary: Value of Freedom: Money should enhance life, not restrict it. Freedom Fund Concept: A non-retirement...
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assorted-color lear hanging decor by Chris Lawton courtesy of Unsplash.

Preparing Financially for Life's Big Moments

Dec 9, 2024
Categories
Lifestyle
This month, I aim to keep this article brief, as I’m currently cradling a 9-pound blessing in one arm—my wife and I...
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white-and-purple orchid flowers by Joanna Kosinska courtesy of Unsplash.

Empowered Grief: Navigating Loss and Rebuilding Life with Support

Oct 31, 2024
Coping with the loss of a spouse is one of life's most profound challenges. Amidst the waves of emotions, practical...
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