How Guardrails Can Improve Your Retirement Experience
4-Minute Read Imagine driving along a winding scenic road beside an ocean cliff. While you want to enjoy the ride, you must ensure you don’t
The Real Reasons Why You Should Save Money
4-Minute Read “You don’t need a specific reason to save.” Morgan Housel (from the Psychology of Money) You know why it’s important to save money,
Thoughts on Paying off a Mortgage Early
5-Minute Read If you’re a homeowner with a mortgage, should you try to pay it off early? As a financial planner, I’m frequently asked this
Clear the Hurdles for Your Family’s First Estate Plan
6-Minute Read Have you been putting off creating your first estate plan? If so, you are not alone. Many people make this their New Year’s
Choose Your Retirement Age with Purpose
4-Minute Read When do you expect to retire? I ask this question to people before analyzing their financial situations or determining the feasibility of their
A Checklist for Crushing Open Enrollment
6-Minute Read If you’re in the workforce, you may have started hearing about open enrollment. It’s that time of the year when you can review