Quite often, one spouse handles the finances in the household. In this episode, we discuss how a collaborative financial plan can provide clarity, confidence, and security for both partners—before life’s unexpected moments happen.

Social Security has been a fact of retirement life ever since it was established in 1935. We all think we know how it works, but how much do you really know? Find out. (article)

This edition Well Balanced has a thought-provoking riddle, and a key tax season reminder. Plus, we’re sharing the helpful prioritization framework: MoSCoW, cyber-security tips, and the latest from Vector posts and podcasts.

We discuss the importance of regular maintenance in both skiing and financial planning, emphasizing how proactive measures can prevent larger issues down the trail. Vector’s Charlie Gruys shares insights from his experience as a youth ski coach and wealth advisor. (Podcast)

When it comes to managing your investments, one size doesn’t fit all. Some people prefer to hand over the reins to a professional, while others like to stay in control of every decision. These two approaches—discretionary and non-discretionary investment management—offer distinct ways to manage your portfolio.

What you need to know about capital gains taxes when selling your home or investment property. Let’s break down what you need to know so you can plan your next steps with confidence.

Stock Quote: “The quest for certainty blocks the search for meaning. Uncertainty is the very condition to impel man to unfold his powers.” Well Balanced Vol. 35 is a round-up of topics to help you get today right.