October 15, 2026
by Alex Lund
Most of us spend years focused on how much to save. Far fewer of us stop to ask what that money will actually be used for. Alex Lund, CFP®, recorded a short video on exactly that, and I think it’s worth a few minutes of your time.
Alex explores why so many of us hold on to more than we need, how time, money and health rarely line up at once, and a simple way to plan for the experiences and people that matter most - all on a foundation that keeps you secure.
These blogs are provided for informational purposes only and represent Cutler Investment Group’s (“Cutler”) views as of the date of posting. Such views are subject to change at any point without notice. The information in the blogs should not be considered investment advice or a recommendation to buy or sell any types of securities. Some of the information provided has been obtained from third party sources believed to be reliable but such information is not guaranteed. Cutler has not taken into account the investment objectives, financial situation or particular needs of any individual investor. There is a risk of loss from an investment in securities, including the risk of loss of principal. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be profitable or suitable for a particular investor's financial situation or risk tolerance. Any forward looking statements or forecasts are based on assumptions and actual results are expected to vary. No reliance should be placed on, and no guarantee should be assumed from, any such statements or forecasts when making any investment decision.