Empowering You to Live Your Best Financial Life
Our expertise in financial, investment, and retirement planning will guide your path to financial fulfillment.
A Financial Plan Lacks Value Without a Spending Strategy
Is your financial plan really complete? Many people focus heavily on investments, but this only makes up 25% of a well-rounded strategy. The missing piece? A flexible, intentional spending plan. Understanding your spending isn’t about cutting back—it’s about taking control.
How to Prepare for Market Crashes: Essential Tips for Investors
Market crashes are unpredictable—but they don’t have to derail your financial journey. The key to surviving (and thriving) during market downturns lies in preparation. Think of it like being a scout: always ready for what’s to come.
The Truth About Market Volatility: How to Keep Calm and Stay Invested
Feeling overwhelmed by market volatility? Stop stressing over short-term swings. Learn how to build a resilient portfolio and invest with confidence for the long term. Discover proven strategies to stay the course and achieve your financial goals.
Why Money Is More Than Just Currency: Understanding Its True Value
How much is enough to sustain your lifestyle? Learn the key difference between currency and money, why inflation matters, and how to plan for a secure financial future.
The Great Investment Lie
True investment success comes from patience, discipline, and sticking to your plan, even in turbulent times. Don’t fall for the myth—focus on the steady, proven approach that truly grows wealth over time.
Four Hard Truths
Whether your plan is in your head, in an Excel spreadsheet, or managed by a professional, there is no doubt that these four hard truths must be accepted for your money to have a chance at outliving you.
How To Get Paid In Retirement
In retirement, you will begin spending down your assets and stop receiving a paycheck. This is one of the most difficult mind-shifts we go through in our lifetime. But it doesn’t have to be.
Surviving a Down Market: One Mistake You Can’t Afford
There are many mistakes we can make when investing, the most significant of which is sitting out of the market. Most of the others lead us to the conclusion that we should sell our portfolios and "wait for a better time to invest."
What a Great Financial Planner Can Do for You
In this “bullet point post,” I’ll share what I believe you need from your Financial Planner (even if that might be you!)
Why It Pays to Pay Taxes
Most people will delay paying tax as long as possible. We see this quite often in taxable investment portfolios where you can choose to sell investments with gains or losses when readjusting your portfolio.
Spend With Joy
How can we find joy in our spending? When we know it aligns with our values and goals. This sounds simple but is not so easy to do in real life. First, we don’t often think about our values. Things like good health, caring for family, or securing a thriving future do not come to mind as we browse online or stand in the grocery store.
Grateful For Capitalism
Before capitalism the world knew only one way to live together: follow someone who became a leader either through feats of strength, lineage, or some other unrelated factor, and depend on him (mostly “hims”) to lead you well.