Be careful when faced with the gamification techniques that many investment platforms are utilizing. Such techniques include stock price notifications, headlines that evoke a “fear of missing out” (FOMO) reaction, […]

How well do you know your neighbors? Today, it’s easy to stay tucked inside the walls of your home and not bother to venture out and get to know the people […]

I recently heard a statistic that 20% of all committed couples hide finances from each other. That means one person out of every five has a secret bank account, credit card, […]

I understand the appeal of building a new home from scratch. You have a dream home in mind, and no existing home can quite measure up. Building from the ground, up […]

Millennials often get a bad rap. They’re quickly written off as lazy, technology-obsessed job-hoppers who spend all their money on travel and avocado toast. While I’ve personally found these stereotypes […]

I want to make one thing clear right away: I don’t wish hard times upon anyone. I would love it if life was always smooth sailing for you and your […]

In America, we are raised on short-term thinking. All our lives, we’ve been told to buy now, satisfy our cravings, or to take advantage of a “limited time offer.” We […]

We’ve all heard of that adventurous couple who plans to retire, buy an RV, and travel around the country. Or that couple who bought a sail boat and plans on […]

My last post addressed the dangers of pulling from your retirement fund before reaching the prescribed retirement age (typically 59 ½). In short, withdrawing from a 401(k) can be a […]

Not much causes my heart to race like when one of my clients asks me about pulling money from their retirement fund. Even though it seems like a simple endeavor […]