Blog
Values-Based Planning: Faith
Looking at how my core value of faith impacts my financial plan.
Read MoreValues-Based Planning
How can we use behavioral financial advice to understand our clients' values and why is that important?
Read MoreApril 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 MoreMoney & Marriage Study - Ramsey Solutions Study
Ramsey Solutions did a great study about money & marriage. Here are my top 5 takeaways
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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 MoreLPL'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 MoreHousing 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 MoreFootball 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?
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