Blog
Whether you're thinking about retirement, trying to lower your tax bill, or just wondering if you're on the right track, you'll find straightforward takes on the topics that matter most to your financial life. No jargon, no sales pitch — just useful information you can actually do something with.
Values-Based Planning: Faith
Looking at how my core value of faith impacts my financial plan.
Values-Based Planning
How can we use behavioral financial advice to understand our clients' values and why is that important?
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.
Budgeting 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...
Money & Marriage Study - Ramsey Solutions Study
Ramsey Solutions did a great study about money & marriage. Here are my top 5 takeaways
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.
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...
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?
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?