Why Waiting for “Clarity” Could Hurt Your Financial Future
Many are waiting for calm before making financial decisions — but true clarity often comes after we take action. Discover how to move forward confidently, even in uncertain times.
5 Investing Lessons from a Turbulent Market (That Still Hold True in 2025)
No matter how experienced or calm you are, seeing your portfolio dip stings. Here’s why that’s normal—and how to manage through it.
You Promised to Retire at 65—Now It’s 69. What’s Changed?
Retirement isn’t about stopping work—it’s about starting the life you promised. Don’t let another year go by while your loved ones wait on the sidelines.
Why Financial Independence Doesn’t Mean Waiting Until Retirement
Lauren earns over $500K and travels the globe—thanks to a smart, intentional financial plan. Are you designing your life around what matters most?
Is Your Retirement Plan Ready for Market Fluctuations?
Mark and Lisa’s story is proof that having a well-thought-out financial plan can help you stay on course, even when the market is volatile. Here’s how they stayed ahead.
The Danger of Sitting on Cash: Turning Windfalls into Financial Opportunities
Explore actionable steps for managing sudden wealth wisely, with insights from two decades of financial planning experience.
Financial Independence at 60: Balancing Kids’ Dreams and Retirement Goals
Struggling to balance private school, travel hockey, and retirement savings? Learn how Derek and Keri found clarity in their financial plan while prioritizing their family’s passions.
Financial Freedom: A Tale of Two Couples
Discover how the Sherwoods and Wetzels pursued financial freedom differently, and learn valuable lessons for your own journey to financial success.
Financial Planning for Empty Nesters: Amanda & Steve’s Story
With their kids off the payroll, Amanda and Steve realized they hadn’t planned for themselves. We helped them craft a roadmap to retirement, streamlining accounts and building habits akin to their health routines. Now, they’re thriving financially and enjoying life’s rewards.
From Doubt to Certainty: A Couple’s Guide to Tax-Efficient Retirement Planning
Susan and Tom’s story reveals how even financially disciplined savers can overlook hidden tax pitfalls.
Balancing Today’s Enjoyment with Tomorrow’s Security: Retirement Planning Strategies
Learn effective strategies for managing longevity risk in retirement, especially when long lifespans run in the family
Unraveling the Retirement Puzzle: How to Organize Scattered Finances in Your 50s
Explore how Matt and Lisa, a successful couple in their early 50s, overcame financial uncertainty and built a solid retirement plan with professional guidance.
