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 […]
The Benefits of Being a Patient Investor
In today’s interconnected, modern world, things tend to move at a rapid pace. We can order food with the click of a button. We can get toothpaste or cat food […]
Why Long-Term Investors Are NOT Panicking
Market forecasters predicted that the past few years were going to be a catastrophe, and they were wrong. If you had listened to the doom-and-gloom forecasters at the beginning of […]
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. […]
Bad News Sells…But You Don’t Have to Buy It
“Sell now!” “A recession is imminent!” “Consumers are struggling more than ever.” Financial news media often paints a dire picture, regardless of whether the news at hand is good or […]
5 Ways to Spend Wisely During Winter
In the upper Midwest, winter is still very much upon us. We have at least a couple more months of cold and snow, which tends to zap our energy and […]
5 Types of Financial Scams to Avoid
Today, more than ever, the financial industry is rife with scams. With online transactions and investment tools becoming increasingly prevalent, there are more and more opportunities for scammers to take […]
Daily Financial Planning for College Students
The semester is relatively new, and college students are easing back into their classes and life as usual. With so much on a typical student’s plate—studying, attending classes, extracurriculars, socializing—it […]
6 Easy and Practical Financial Resolutions for the New Year
It’s a new year, and a new opportunity to start fresh with your financial goals. Maybe the holidays strained your wallet more than you would have liked. Or maybe you […]
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 […]