Early retirement is undeniably an appealing prospect for many people. There are those who dream of relaxing, spending more time with their kids/grandkids, engaging in a meaningful hobby, or doing […]
A Fresh Outlook on Finance
At the beginning of a new year, it’s easy to think about fresh starts and clean slates. We make resolutions, trying once again to eat healthy, exercise more, or read […]
Hope for the Holidays
We’ve reached the end of another year, and what a year it has been! Although 2023 wasn’t a perfect year (what year is?), it contained many positive events, innovations, people, […]
5 Smart Uses for Your End-of-Year Bonus
For many people, the end of the year is a time for annual bonuses. That little bump in pay is always exciting, and it can prompt daydreams about vacations, a […]
4 Reasons to Talk Finances with Family
You’ve probably heard something along the lines of “If you want to get along with others, don’t talk about politics or religion.” For most people, a third topic could be […]
Grateful for Purpose
Although the holidays can, at times, be sheer chaos, they are also (hopefully) a time of reflection and gratitude. We’ve all probably endured a few struggles over the past year, […]
5 Scarily Easy Ways to Accumulate Debt
It’s officially “spooky season,” but there are scarier things than goblins, ghouls, and vampires. As a financial advisor, one of the truly frightening things I encounter is people in tough […]
Budgeting for Fall: 4 Considerations
Each season comes with its own set of joys and difficulties, and fall is no different. Kids may (or may not) be excited for the school year. We may (or […]
Why Retirement Can Feel Like Grieving
Retirement is something that people generally look forward to—all that freedom to do whatever you want! You can pick up an old hobby or learn a new skill. You can […]
The grasshopper and the ant: why planning ahead matters
One of Aesop’s fables features a hardworking ant and a lazy grasshopper. While the ant toils away, socking away food for the coming winter, the grasshopper sings, dances, and doesn’t […]