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, […]
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 […]
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 […]
Breaking the Taboo of Talking About Money
Like many good Midwestern families, we didn’t talk much about money when I was growing up. The topic came up occasionally, but never in much depth, and certainly never in […]
Life is Short; Find Purpose in Your Work
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 […]
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 […]
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 […]