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Friday, October 13, 2023

Looking at how my core value of faith impacts my financial plan.

Tuesday, September 5, 2023

How can we use behavioral financial advice to understand our clients' values and why is that important?

Thursday, April 13, 2023

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.

Thursday, February 23, 2023

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...

Wednesday, January 11, 2023

Ramsey Solutions did a great study about money & marriage. Here are my top 5 takeaways

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Monday, January 2, 2023

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.

Tuesday, December 27, 2022

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...

Friday, December 9, 2022

Contribution limits are changing for 2023.  

Thursday, December 1, 2022

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?

Monday, October 24, 2022

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?