Today, it is more tempting than ever to spend our hard-earned dollars. We are bombarded with advertisements on social media and TV. We see influencers touting the latest gadget, outfit, […]
6 Unexpected Challenges of Early Retirement
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 […]
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 […]
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 […]
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 […]
Preparing Financially for a Longer Life
The great news is, people (in general) are living longer, healthier lives. The bad news is, those long lives require a good deal of long-term planning, and many of us […]
Investment Lessons from the Dot-Com Era
Do you remember the late 1990s? It wasn’t only a time of flannel shirts and jeans. It wasn’t just Beanie Babies, “Friends,” and Leonardo DiCaprio. It was also a time […]