Empowering You to Live Your Best Financial Life
Our expertise in financial, investment, and retirement planning will guide your path to financial fulfillment.
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.
Your Path to Financial Improvement Begins With This Question
There is always room for change or improvement when it comes to your finances. But what you really should be asking yourself is this: Am I looking to optimize my current situation, or am I looking for tremendous improvement? In fact, for most people, simply understanding their current situation – what they own, what they make, what they spend, and what they owe – can be a radical improvement. This type of realization helps you grasp the bigger picture rather than spending energy on some minor issues.
The First Financial Question
The great majority of what passes for financial advice is directed at optimizing instead of drastic improvement. Any tip, hint, or singular transaction is a tweak on your financial situation and should be treated as such.
How To Achieve Financial Fulfillment
What comes to mind when you hear the word fulfill? Phrases like “to achieve,” “to carry out,” “to realize,” or “to put into effect” stand out, right? I always think about living out a dream, or finally achieving a goal that I’ve set for myself. The type of fulfillment I want to talk about today is financial fulfillment. Why? Because this, in essence, is when you are able to live your best financial life.
How To Define What You Want Out Of Life
If I were to ask you what your goals are for your life, would you be able to answer? Or, would it evoke a sense of overwhelm or fear that you won’t be able to achieve or accomplish everything you want to in life? That you can’t or won’t do “enough.”