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…
Wrestling and Wealth: Preparing for Your Financial Main Event
I love professional wrestling. You read that right….
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….
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….
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…
Winning Tax Strategies: From First Save to Final Score
Don’t get me wrong. I love America. But let’s hold onto as much of our hard-earned money as possible and take advantage of tax breaks.
When Looking for a Financial Professional: An Advisor's Perspective
As you read this, you might be considering working with someone on your finances. If you ask me, I think that's a great idea…
Get in Shape: Tips for a Stronger Financial Future
Have you ever decided to be more active or live a healthier lifestyle? Do you regularly set goals to improve your overall health?
To Claim or Not to Claim: When Should You Collect Social Security?
If you're nearing your 62nd birthday, get ready! The time has come to decide when and how to start collecting your Social Security benefits…
HSA 101: A 2023 Guide to Health Savings Accounts
Truth be told, it’s more likely that you’ll live longer than your grandparents did…
You're Only Young Once: Your Retirement Reality Check
Your 20s and 30s are a time for careers to blossom and income to grow…
From Job to Job: What to Do with Your Previous Retirement Account
Way to go! You scored a new job! Now, as you embark on this exciting new endeavor, there's one topic bound to come up: retirement plans…
Here's Why You Should Start Investing When You're Young
You’re never too young (or young at heart) to begin building an investment portfolio!
