WorthWhile - Winter 2025

Top Stories:

Turn your home into a workcation haven
Balancing work and life while finding time for vacations and visiting distant family can be challenging. Workcations offer a solution, blending work with leisure. If you want to bring your loved ones along, learn how to outfit your home with a remote workspace.

The other side of retirement: Overpreparation
As retirement nears, the question “Will I have enough?” looms larger. But what if that anxious voice is pushing you toward overpreparation? Consider a financial planning approach that views wealth by goals, not volume, to balance having enough with achieving personal fulfillment.

An innovative strategy merging passive and active investing
Investing has become increasingly complicated due to factors including new regulations and global events. However, this complexity drives innovation, creating new financial products and strategies to meet investors’ evolving needs. Direct indexing is one such innovation.