What to Do When You Get a Financial Surprise: A Real-Life Guide
Just received a bonus or payout? Learn how Brian and Emily turned their unexpected windfall into a long-term advantage—without overcomplicating it.
July 14, 2025
Just received a bonus or payout? Learn how Brian and Emily turned their unexpected windfall into a long-term advantage—without overcomplicating it.
The first half of 2025 brought strong equity returns, resilient economic growth, and renewed optimism. Discover why sticking to your long-term financial plan—through market highs and lows—is the key to lasting success.
Life throws curveballs and your financial plan should be ready. Discover how to pivot smartly with mini-strategies that keep the big picture on track.
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.
Explore actionable steps for managing sudden wealth wisely, with insights from two decades of financial planning experience.
Many families delay serious financial planning until their 50s and the potential cost of playing catch-up later in life. Is it time to rethink your strategy?
Discover how Daniel and Liz, parents of five, transitioned from reactive to proactive financial management, setting themselves up for a secure retirement.
A perfect plan is useless without action. Anna and Luke realized this after years of missed opportunities. Are you ready to take control?
The S&P 500 has shown impressive growth, but what implications does this have for your investments? Is it time to reassess your strategy?
Explore the psychological benefits of viewing investments as ownership in resilient companies rather than just stocks that fluctuate daily.
Meet Jake and Kelsey, a high-earning couple struggling to save beyond their 401(k)s despite a $300K income. What’s holding them back from financial success?
Paul and Simone faced the emotional challenge of losing a parent unexpectedly while navigating their newfound inheritance, prompting them to seek financial planning advice.
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