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…

Some of life’s most meaningful lessons don’t come during the easy seasons. They come when life doesn’t go according to plan…

I love my daughters. They won't admit it, but they are far more alike than they are different…

People probably assume wealth management firms are built in fairly corporate ways…

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?”…

I love professional wrestling. You read that right….

As I pause to reflect on the year, it’s hard to believe how quickly 2025 flew by…

A Thanksgiving Reflection on Wealth That Money Can’t Always Buy…

This is my third of three scheduled DTO (discretionary time off) days, and the timing couldn’t be better….

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….

A few months ago, I hobbled out of an orthopedic appointment feeling like my body had betrayed me….

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. …

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….

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….

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…

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….

I hope this finds you in a warm and peaceful place. Can you believe how quickly another year has passed?

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…

I wanted to give you some big-picture questions to ask yourselves before you get too far down the road toward retirement…

As the fall air settles in, most of us are thinking about cozy sweaters, warm apple cider, and pumpkin-spiced everything…

For the past year, I have been living vicariously through my daughter as we have toured 11 college campuses…

Returning to work after maternity leave is a milestone filled with emotional tension…

My family went to Disney World in 2022, which is also the year in which I learned that I’m not relaxed enough to enjoy things that lay at the intersection of logistics and “fun.”

It’s springtime! And, alongside the season's new blooms, eager homebuyers are also emerging from winter hibernation….

When you adopt a dog, you commit yourself to change. There is no way around it…

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.

I hope you read this with a steaming mug of a holiday beverage in hand. Doesn’t time move quickly?

Inflation was a hot topic last year and still seems to be a lingering concern for many people…

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…