Blog
Values-Based Planning: Faith
Looking at how my core value of faith impacts my financial plan.
Read More
Values-Based Planning
How can we use behavioral financial advice to understand our clients' values and why is that important?
Read More
April is Financial Literacy Month!
Since April is Financial Literacy Month, I thought I'd share some useful books, podcasts, newsletters, and blogs I use to stay on top of the news.
Read MoreBudgeting for a wedding
I got married 11 months ago today. Honestly, I can't believe it's been almost a year. As I reflected on the wedding with my wife, we talked about the leadup to the wedding and all of the planning that went in. The...
Read More
Money & Marriage Study - Ramsey Solutions Study
Ramsey Solutions did a great study about money & marriage. Here are my top 5 takeaways
Read MoreShow All
January is Financial Wellness Month!
January has a few themes for the month. It is Financial Wellness Month, Balanced Life Month, and Hobby Month. These themes work together really work well together. Let's figure out how.
Read More
LPL's 2023 Market Outlook
LPL Just published their market outlook for 2023. There was some interesting items in there. We look at a good number of these outlooks from various financial firms this time of year to let us know what the experts are thinking...
Read More2023 Contribution Limits
Contribution limits are changing for 2023.
Read More
Housing Market Oddities and Opportunities?
The housing market has gone from white hot to stone cold in the span of 10 months. Why has that happened? What do we see moving forward? What are the financial planning opportunities that lie ahead?
Read More
Football is a funny game
Football is a game where if one thing isn't going in the right direction, the whole team suffers. How is that similar to your financial plan?
Read More