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Insights, ideas and inspiration to fuel your best financial life
Retirement shouldn’t be about spreadsheets. It should be about pickleball at 10am on a Tuesday. But enjoying that freedom starts with knowing the answer to one question: Am I ready to retire? It is…
What to do with an Inherited IRA Inheriting an IRA is very common financial event that families face, yet it is also one of the most misunderstood. Almost everyone will deal with an inherited…
Year End Planning: Your Guide to Finishing the Year Strong As the calendar turns toward the final weeks of the year, it becomes clear how quickly time moves. Life fills up, schedules accelerate, and…
Retirement planning is one of the most important financial transitions you will ever navigate. It is also one of the most misunderstood. People spend decades saving money in different accounts, following rules, avoiding mistakes,…
The financial world has a jargon problem. It is filled with terminology that feels like it was designed to confuse people. And for decades, some parts of the industry preferred it that way. When…
The future of money is changing. The penny has officially met its end. For the first time since 1793, the United States minted its final one-cent coin. While the penny may be small, what…
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Recent Posts
401(k) Mistakes That Could Cost You More in Retirement For years, I did exactly what many Americans do with their retirement savings. I put money into a Traditional 401(k), took the tax deduction, and…
Do You Still Need a Financial Advisor in the Age of AI? Artificial intelligence can analyze investments, run retirement projections, compare tax strategies, and process enormous amounts of financial information in seconds. That raises…
