Financial Wellness
Financial Wellness is a sense that all is sound in our financial world. It’s the confidence of knowing that cash flow is positive and our needs are being met. It’s knowing that we are in control of our day-to-day financial decisions and have the ability and freedom to make the choices that allow us to enjoy life. It also includes being intentional about how those choices reflect our values and make a lasting impact on our families and on our communities.
Latest Features
Thought Leader advice and in-depth features for a healthy life
Why Investing is so Difficult
Buy low, sell high. This four-word phrase is the only thing you need to know to invest successfully. Why, then, is something so simple as buying low and
How Money Can Buy Happiness
By: Joey Casolaro, CFP® Earlier this year, I explained two principles you can follow to obtain the most happiness from your spending https://www.highlandplanning.com/learning-center-1/how-money-can-buy-happiness-part-1. In today’s article, I will
The Cost of Eating
By: Joey Casolaro, CFP® Big houses, luxury cars, and expensive jewelry are some of the most common things people believe to be their greatest assets. Although all these
What Makes an Annuity “Medicaid Compliant”?
By Eric Goldberg, Certified Elder Law Attorney Submitted by Amy Nealy A Medicaid-Compliant Annuity (“MCA”) is a single premium immediate fixed annuity that allows Medicaid applicants to convert
Living Your Legacy: Embracing the Longevity Bonus
By Jay Weisman, CAP® Have you thought about how you will be remembered by generations to come? Most people believe that a legacy is something you leave when
How to Choose the Right Health Plan – Plan Type, Network, Out-of-Pocket Costs, and Premium
By Michael Ciardella It can be difficult to ensure you are selecting the plan that makes the most sense for you and your family; from both a benefit
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