Insights

The Health Benefits of Working From Home

In the old world, I would routinely get up and drive 30 minutes to the office. I would easily spend 60 minutes per day in my car driving to and from work (some days much longer). The commute So how many people have commutes that are much longer? It isn't uncommon for...

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Affluent American Households

Affluent American Households

A quote from the book The Millionaire Next Door: "Twenty percent of the affluent households in America are headed by retirees. Of the remaining 80 percent, more than two-thirds are headed by self-employed owners of businesses. In America, fewer than one in five...

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Average College GPA of Millionaires…

Average College GPA of Millionaires…

According to the book "The Millionaire Mind," the average college GPA of a millionaire was 2.9. They found no statistical correlation between economic productivity and academic performance. "Smarter" people tend to take less risk. However, the entrepreneur tends to...

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Autonomy

Autonomy

There is a wonderful feeling of being your own boss and setting the course for the direction of your business. Apparently, having that autonomy directly correlates to our own happiness. Freedom, but at what price? A quote from the book The Illusions of...

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The One Thing

The One Thing

I was recently asked, “If you could go back and give yourself one piece of investment advice after graduating college, what would it be?” My answer:  Automate your savings of at least 10%. As if that were not enough, I have 3 bonus tips: Adjust your savings as you...

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Financial Planning:  Timeline Variants

Financial Planning: Timeline Variants

I recently watched the show Loki on Disney Plus and there is a lot of discussion surrounding timeline variants. I think too often we have the expectation that creating a financial plan is a one-time or linear event. This could not be further from the truth.  Financial...

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If You Had a Million Dollar Idea, Could You Fund It?

If You Had a Million Dollar Idea, Could You Fund It?

Where do you go when you need to access money? I think it is paramount in any great financial plan that you proactively think about “access.” But, I need cash now! This concept applies to a million-dollar business idea, as well as everyday life. When you need to...

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Building Your Portfolio

Building Your Portfolio

Building a portfolio? Where do you start? Turn on the TV, or do a quick search and you're hit with a mountain of information. Not only is the amount of information staggering, how do you know who is right? Likewise, it's easy to get sucked into the hype. Everyone...

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graphic 10 actions to take

10 Actions To Take 10 Years Before Retirement

In this paper we discuss 10 actions you should take to develop and deploy a successful long-term wealth plan. It will help you make decisions about your financial journey today and well into your retirement chapter.

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