
Empower New Graduates with Gifts of Independence
While cash or gift cards are always appreciated, consider something with lasting value that can help launch college and high school graduates towards financial independence.
Peak Earnings Years Are Your 50’s - Your Parents Maybe, You… Not So Much.
Top 10% earners in their 30’s and 40’s believe they’ll earn considerably more in their 50’s. Don’t plan on it.
Dividend Investing - Navigating Hype and Pitfalls To Get Results.
Last month, Intel added another chapter to the fallacy of “I don’t care about the stock price, as long as I get my dividend”. Here, I discuss key factors and best practices for dividend investing.
Perfection is the Enemy of Good, Focus on Executing Improvements.
While 2022 has been a challenging investment environment, it has been a fantastic year to see the benefits of executing financial plans over the past few years.
Enjoy Every Sandwicher Moment.
This month celebrates those caring for their young children and aging parents simultaneously - Sandwichers.
Book Travel Now - Time for Experience Spending
My PSA for those adhering to a financial plan: Book your travel now.
Resolutions Gone Bad: Rein In Your New Year.
How to make financial resolutions that lead to successful planning outcomes.
Take this job and shove it!? Measure twice, cut once.
May be good reasons to change jobs or quit, best to remove emotions and seek validation before resignation.
Revisiting - Dividends: Evolve Beyond Yield
Revisiting the conundrum for income investors in today’s low-interest rate environment.
2020 - The Worst Year Ever… Really?
Turn down the hyperbole, 2020 offered great opportunities to refinance, save, invest, WFH, and focus on your why.
Why worry or fight? Have the money talks without the walk.
How to have open discussions about finances for a healthy relationship.
Experience Your Spending
Use money as a tool, over time you’ve viewed as the sum of their experiences.