I’ve encountered far too many people over the years who are miserable. They complain that they’re busy, work is stressful, they have no time to do what they love, and […]
Financially Preparation is a Gift to Those You Leave Behind
No one likes to think about their own mortality. That goes against all the advice books on happiness that tell us to “live in the moment” or “don’t worry about […]
When Spouses Have Different Retirement Goals…
It happens more often than you might think. A couple will sit down with me to discuss their retirement goals and dreams…and they’ll realize that their visions are very different. […]
Reasons to Be Optimistic About the Economy in 2023
Much of my job as a financial advisor is to be a voice of reason—a calming presence. I do not find this role difficult because I truly believe what I […]
A Purpose-Centered Holiday Season
During the holiday season, it’s easy to become distracted by…everything. So many people, events, and things demand your attention. Retail stores bombard you with advertisements for the latest gadgets. Social […]
Why You Need a Vacation
If you’re in a position to do so, why not take a vacation? Stepping away from your normal routine might be exactly what you need to rejuvenate, re-energize, and rediscover […]
Frugal Living and Gratitude For What You Already Have
Trends come and go (quiet quitting, anyone?), but one trend that I hope will stick around is frugal living. Younger generations are increasingly embracing frugal lifestyles, and are making headlines by […]
How Wealthy Individuals Made Their Millions
According to the Global Wealth Report, only 8 percent of Americans are millionaires. That’s a relatively small sliver of the population, so it inevitably begs the question: What are these […]
Investing, Variable Incomes, and Weathering Storms
The only things certain in life are death, taxes, and…fluctuations in the stock market. It inevitably experiences highs and lows, surges and dips. As a financial advisor, and someone who […]
Don’t Panic! The Supply Chain is Fine
One of the themes that crops up from time to time in my blog posts is the theme of media sensationalism. When it comes to economic and financial news, it’s […]