When we were young, it seemed to take forever for things to happen. We would wait and wait for Christmas to come around, or for our birthdays to arrive. We […]
5 Ways College-Aged Young People Can Save Money
For many people, college is a daunting prospect. In addition to being academically challenging, it can also put a strain on students’ (and families’) personal finances. Between 1980 and 2022, […]
Should You Consider a Side Hustle? (Pros and Cons)
The concept of a side hustle has gained tremendous popularity in recent years, with more and more people seeking additional income—or pursuing their passions—outside of their main jobs. This can […]
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 […]
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, […]
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 […]
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 […]
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 […]
Why Trust the S&P 500?
Let me begin this post by saying yes, I do trust the S&P (Standard & Poor’s) 500 Index (with a certain amount of caution, of course). But why? Why is […]