Empowering You to Live Your Best Financial Life
Our expertise in financial, investment, and retirement planning will guide your path to financial fulfillment.
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.”
The Truth About Your Income
There is an increasing number of ways to be compensated for what we do, and it’s key to know how you are being paid, when, and why. Money isn’t everything, as they say, and they are absolutely right.
Why Did Goldilocks Get It Wrong?
First things first, Goldilocks is a thief – let’s just get that out of the way. But have you ever happened to notice the other, less obvious way that Goldilocks got it all wrong? Together we will explore that answer as it relates to your – you guessed it! – finances, but more specifically, we will look at how it refers to the type of accounts you can use to store and grow your wealth.
The Last Dumb Investor
Given the market has always risen over any 17-year period, this poor soul must have bought on October 9, 2007, just before the S&P 500 index threw in the towel and dropped nearly 50%. That dumb buyer would have “lost” half their money in just a little over a year.
Don’t Let Your Investment Plan Crash With The Markets
In many cases, philosophies are the basis for how we think and plan. If you can see how my simple driving philosophy helped here, perhaps you can see how an investment philosophy may help when it comes to your money and the market.