A Summer Well Spent, An August Well Planned
Summer has a funny way of charming us, doesn’t it? It woos us with longer days, vacations, poolside afternoons, and the promise that this ice cream run doesn’t really count…
The Quiet Power of Showing Up
Some of life’s most meaningful lessons don’t come during the easy seasons. They come when life doesn’t go according to plan…
What My Daughters Taught Me About Financial Planning
I love my daughters. They won't admit it, but they are far more alike than they are different…
The Extremely Uncorporate Way We Built Benchmark
People probably assume wealth management firms are built in fairly corporate ways…
If I Were 30 Again, Here’s What I’d Do Differently
I met a young man last week and when he found out what I did, he asked me a great question: “What advice would you give your 30-year-old self?”…
Wrestling and Wealth: Preparing for Your Financial Main Event
I love professional wrestling. You read that right….
2025: Reflections Before We Turn the Page
As I pause to reflect on the year, it’s hard to believe how quickly 2025 flew by…
Why Thankfulness Is the New Currency of Success
A Thanksgiving Reflection on Wealth That Money Can’t Always Buy…
The Case of the Stubborn Garage Door (and the Forgotten 401(k))
This is my third of three scheduled DTO (discretionary time off) days, and the timing couldn’t be better….
Seasons Change, So Do Goals: Your Fall Financial Reset
With summer winding down and kids returning to school with the hope of stability and routine, we find ourselves at a natural seasonal inflection point….
What a Broken Ankle Taught Me About the Long Game
A few months ago, I hobbled out of an orthopedic appointment feeling like my body had betrayed me….
No Loose Ends – Leave Clarity, Not Clues
Communication is fun, isn’t it? We have a running joke in our house that my wife can’t remember the master password to the password keeper we have. …
Trusting the Process – What Passing the CFP® Exam Taught Me About Investing
If you’ve ever taken on a big challenge- whether it’s running a marathon, starting a business, or raising children- you know that success rarely happens overnight….
Suns Out, Funds Out! Tips to Stay Financially Cool in the Summer Heat
May, lovingly referred to as the unofficial second December or “Maycember”, is the blitz of the end of school year filled with parties, exams and final projects, graduations, and all the things….
Retirement Isn’t the Goal – It’s Time to Dream Bigger
It’s been fun for many years to watch clients meet and exceed their dreams. Many wanted to retire and have very successfully done so…
New Retirement Contribution Limits for 2025: Let’s Talk Money
How do we take a boring topic and make it interesting? I can’t. I’m not that talented. But I do know how to save money on taxes….
2024: The Review You Waited For
I hope this finds you in a warm and peaceful place. Can you believe how quickly another year has passed?
Dollars and Sense: Holiday Money Lessons for Kids
As the holiday season swings into full gear, there’s a slight chill (Lord willing, for us Memphians) and a tinge of anticipation in the air…
The Playbook for Retirement: Goals for a Winning Exit from the Workforce
I wanted to give you some big-picture questions to ask yourselves before you get too far down the road toward retirement…
Fall Into Financial Success: 7 Year-End Tips You Don’t Want to Miss
As the fall air settles in, most of us are thinking about cozy sweaters, warm apple cider, and pumpkin-spiced everything…
