A Heart of Thankfulness
I hope that you and your family had a wonderful Thanksgiving—I know we did! Personal note: I’ve been on a vigorous fitness journey for almost two solid years now and there’s a part of me that uses it as motivation to do what I did yesterday, indulge in any/and everything I wanted without guilt. Anyway, […]
How One Sales Professional Found a Way Out of the Rat Race
A 50-year-old sales pro felt trapped by rising quotas and the burden of a complex compensation plan. But with a clear, goal-oriented plan, they found a path to financial freedom. Learn how they did it.
Speculation vs. Strategy: What’s Fueling the 2025 Stock Market?
Despite a strong +14% YTD gain in the S&P 500, much of the growth is driven by a few mega-cap tech giants and speculative, pre-revenue stocks. Here’s why disciplined investors should stay focused on profitable, enduring companies.
The One Thing Most People Wait Too Long to Do Financially
Just like wishing to be taller or a baller, many of us wish we’d started financial planning sooner. Here’s what I wish everyone knew early on about aligning money with their values and protecting their future.
The Hidden Flaw in Traditional Financial Planning: Lack of Flexibility
Textbooks preach optimization and retirement savings but real life requires liquidity and flexibility. Here’s why your plan should evolve to give you access to funds when life changes.
How to Transition From Saving to Spending in Your 60s
Market downturns can jeopardize your retirement plans, especially in the “retirement red zone.” Discover tips for keeping income safe, managing withdrawals, and planning taxes to safeguard your golden years.
Protect, Preserve, Prosper: 3 Wealth Secrets of the Ultra-Rich
Wealth isn’t just about growing money—it’s about safeguarding it. Learn how insurance, estate docs, and family involvement can protect your hard work for years to come.
Why the Rich Play Offense With Taxes—and How You Can Too
You don’t need $25M to plan like the wealthy. Discover how tax planning and income design can improve your long-term financial outcomes.
Wealthy Families Think Differently: 3 Strategies You Can Steal
The rich don’t just save money—they design wealth. Discover how mindset, structure, and purpose can transform your financial future.
Family, Freedom & Financial Clarity: Reflections from Summer 2025
With no sports, camps, or chaos, our family embraced calm—and I met my biological father for the first time. Here’s how slowing down brought clarity, connection, and a fresh look at life and finances.
How to Build a Confident Retirement Plan in Your 50s
Your 50s are a critical decade for financial planning. Learn how to close the income gap, stay invested, and hit key milestones—like $1M in non-qualified investments—before 60.
Smart Money Moves for Your 40s: How to Align Your Finances with Your Life
Your 40s are busy—but also the most crucial decade for financial planning. From tax strategies to long-term care and investment benchmarks, here’s how to stay ahead instead of playing catch-up.