Blog
What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
What College Basketball Tournament Can Teach Us About Your Financial Plan
Sports contain many valuable life lessons, but your financial planning is more important than any game. And we’re confident that our planning process can help you achieve something bigger than any trophy: a secure financial future.
Read MoreSteps to Start 2023 Strong
We all do it, set New Year's goals or resolutions, but setting a New Year's goal or resolution isn't enough. Your goal has to be SMART. Your goal has to be meaningful to you. And, perhaps most importantly, you have to feel truly motivate...
Read MoreOur Perspective: Interest rates, market returns and recessions
Our Perspective: Interest rates, market returns and recessions
Read MoreVolatility Continues
As we enter September, markets continue to deal with inflation, interest rates and the Ukraine conflict. As we have seen throughout 2022, investors debated whether the Fed would be able to control inflation...
Read MoreActions Make Differences that intentions Don't
“Should’ve means ‘ought to’ and ‘can’t’ means ‘won’t.’ Actions make differences that intentions don’t.”When my boys were young I was a little league baseball coach...
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Estate Planning - A Different View
Designing an estate plan that cares for your loved ones and makes a positive impact on the world isn’t as simple as deciding who gets how much of what. Your answers to these three questions will help you weigh your family’s...
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The Core Question
The core question driving the advice and planning world has been, “Do you or will you have enough money?” Little wonder then that advisors spend so much time validating allocations (pie-charts), investments, and returns,...
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We Plan for a Reason
None of us planned for this. But your Financial Life Plan when implemented does have mechanisms in place that will help you get through this tough patch with the coronavirus and the financial market volatility. The key is not letting...
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Brief Update
Brief Update on Current Market Volatility We want to take a moment here and update you on our thoughts related to the coronavirus and its impact on the financial markets, and, ultimately, on your personal financial situation. Going...
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2020 Predictions and New Laws
2020 Predictions and New Laws, Focus on What You Can Control to Improve Your Financial Well-Being The Setting Every Community Up for Retirement Enhancement (SECURE) Act that was signed into law on December 20th might be adding more...
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Holiday Family Meeting
A Holiday Family Meeting Can Ring in a Productive New Year The holiday season might not seem like an ideal time to have a serious conversation with your immediate family. All that shopping, decorating, cooking, and celebrating can be...
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Three Reasons Why You Should Work Even When You Don’t Need the Money
It might sound a little crazy but there are many benefits to working even though you no longer need the money for your living or retirement needs. These “retirement workers” have discovered that part-time jobs or volunteer...
Read MoreDon't Let Your Life Go Up in Flames When You're on FIRE
why work when you can travel, play, sleep in, and ....
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Financial Planning is About Making Your Life Plan a Reality
Financial Planning is About Making Your Life Plan a Reality Many folks who have just begun working with us are surprised by how our planning process starts. We don’t begin by talking about IRAs, 401(k)s, or how much you’re...
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Financial life Coaching
This was sent to me the other day, and it hit home as I have two kids, and very active in their lives spending hours coaching little league baseball, soccer, basketball or what ever sport they are currently playing. As you read this...
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How Will You Practice Your “ART” in Retirement?
How Will You Practice Your “ART” in Retirement? A hammock on the beach. Your favorite chair in the living room. Waking up when you feel like it. A blank calendar. Doing what you want when you want....
Read MoreWhat Did You Learn Today?
It’s never been easier for adults to continue to learn after completing their formal education. Online universities, TED talks, “master classes,” podcasts, and even curated YouTube playlists put world-class...
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Don’t Just Work for Money, Work for Meaning
In a recent survey of 12,000 workers worldwide conducted by the Energy Project, only 50% of respondents found meaning in their jobs (1). Imagine spending 40 hours a week doing meaningless work. It’s soul-sucking, but it...
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