The expert of this show featured Denise Kelly-Dohse, CFP®, Vice President, Wealth Advisor and Adam R. Leszyk, CFP®, Senior Vice President, Senior Wealth Advisor.

There is a shift in the American Dream among the younger generations (Gen X & Millennials). The previous notions of finding a company job out of college or high school, working there 40 years, buying a home with a 2 car garage and white picket fence, then retiring at 60 with a nice pension and a gold watch are not common realities today. Even with a change in lifestyle goals, there are some sound financial points to consider to ensure a strong financial footing.

If your employer provides group disability and life insurance as part of your benefits package, you might think you’re adequately covered. But the coverage you get through your job may pay only a small portion of what you or your

You like spicy food; your spouse doesn’t. Your spouse likes to travel abroad; you’re happy staying home. But that’s okay. You don’t have to like the same things or do the same things to be happy. When it comes to your retirement investments, though, it’s important to be on the same page. 

How you choose to live your life impacts your financial security. If you want a more secure future (and who doesn’t), take a close look at the choices you make. Positive changes now could significantly improve your financial future. Your