One thing that has become abundantly clear to me over the years is that people are more hungry for control than at any other time in history. Think about it. […]
A Message of Hope from a Financial Advisor
As a financial advisor, it’s my job to spread hope. That may sound strange, but it’s absolutely true. A lot of fear can be whipped up around finances. Financial advisors […]
8 Signs You Have an Abundance of Self-Wealth
If you regularly follow my blog, you know that Self-Wealth goes beyond finances. Self-Wealth is a complete picture—a multi-faceted state of being. In my view, to truly be a wealthy […]
7 Creative, Safe, Family-Friendly Holiday Ideas
Undoubtedly, this will be a holiday season to remember, whether for good or bad! We might not all agree on how to spend our celebrations (with some people distancing completely, […]
Gratitude for The Little Things
With so much bad news and grim forecasts about the future, it’s easy to feel helpless and hopeless. If you look at the big picture–a global pandemic, civil unrest, travel bans, […]
Are You Considering an Additional Source of Income?
Sometimes it’s nice to line your pockets with a little extra play money. Or maybe, you just want to put more towards your savings. Either way, you might consider […]
How to Teach Children Gratitude
It’s easy to want more. In many ways, we are hardwired from an early age to constantly strive for something else—something better. Sometimes that’s fine (the desire for more […]
Rethinking Charitable Giving
With new tax guidelines related to charitable giving, it is difficult to know how to proceed. Now, the average donor is put in a tricky position: continue giving as […]
Thinking About Moving After Retirement? First, Consider These 4 Things.
I’ve talked to plenty of people who are excited about retirement and all the changes it will bring. They dream about dropping everything, moving to Florida or Arizona, and living […]
Chilly weather, comforting financial news
In the northern U.S., it’s getting cold. We’ve officially left the time of shorts and t-shirts behind us and have moved on to wool sweaters and boots. Not everything […]