Lions Wealth Partners

Retirement often opens up something many of us didn’t have before…time. And more retirees are treating their screen time with the same care they give to travel plans or reading lists. Whether you’re after thoughtful storytelling, eye-opening documentaries, or something to share with friends, the right show can feel like a new adventure, or at…

You’ve advanced in your career. You’re earning more and managing the responsibilities that come with success. Yet maybe you’ve maintained some financial habits that you should have left behind. These habits are often rooted in past visions of security or achievement. But if the conditions have changed, it’s worth asking whether the behavior still fits.…

Pickleball is booming and not just with weekend warriors. Retired high achievers are trading in golf carts for court shoes and discovering that this isn’t a slow-paced sport. It’s fast, competitive, and addictive. The question is: are your skills sharp enough to keep up? 1. The Gear That Matters (and What Doesn’t) Here’s the deal:…

When you picture retirement, you probably think of freedom. With more time and fewer obligations, you finally have the chance to relax. What many don’t expect, though, is how retirement changes your social life. The people you saw every day…coworkers, clients, even your favorite barista…may no longer be part of your regular routine. That sudden…

Doing your own investing has never been easier. The tools are accessible. The fees are low. The online resources are endless. But there’s one cost that often gets ignored: peace of mind. 1. Confidence Feels Easy in Good Times When markets are calm and rising, it’s easy to feel in control. A few smart moves…

For the wealthy, credit scores can feel like a formality. After all, when you have ample liquidity, who’s really checking your credit?  Turns out, plenty of people are. Lenders, underwriters, insurers, and even business partners may review your credit as a measure of trustworthiness and financial discipline. And while a high-net-worth can open doors, a…

Retirement gives us something incredibly rare: time. Time to reconnect with what matters, explore new passions, and create moments that stay with us. But when it comes to how we use that time – and money – it’s easy to default to things we can buy. Here’s another way to think about it: How can…

Money can be a sensitive topic for couples—even those who typically communicate well. Over the years, we’ve observed a variety of financial disagreements and we’ve noticed a few common themes. Understanding these frequent arguments can help you navigate your financial relationship with greater ease and harmony. 1. Supporting Adult Children It’s natural to want the…

Most parents can relate to the challenges of teaching their children about money—whether it’s explaining the difference between wants and needs, encouraging them to save, or helping them understand the value of a dollar.  Learning about money doesn’t have to be complicated or fraught with conflict. Some of the best financial lessons come from everyday…

We’ve all been there—you make a purchase, and then, almost immediately, doubt starts creeping in. Maybe you spent more than you intended, or perhaps the item doesn’t live up to your expectations. That sinking feeling? It’s called buyer’s remorse, and there are a variety of reasons why we experience it:  The truth is, buyer’s remorse…