Read more about the article Cultivate Your Optionality
Cultivate Your Optionality

Cultivate Your Optionality

4-Minute Read We all know what it means to consume. But if you look at the definition of the word, you might be surprised: To destroy or expend by use;…

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Read more about the article Living without Sunk Costs
Living without Sunk Costs

Living without Sunk Costs

4-Minute Read “I have no sunk costs.” Daniel Kahneman Have you ever read the work of Daniel Kahneman? If so, you have probably gained valuable insights into how you and…

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Read more about the article Has the Time Come for Slow Productivity?
Has the Time Come for Slow Productivity?

Has the Time Come for Slow Productivity?

6-Minute Read “Quality both demands slowness and enables slowness.” Cal Newport from Slow Productivity As a financial planner, I find value in exploring topics indirectly related to personal finance. One…

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Read more about the article How Guardrails Can Improve Your Retirement Experience
How Guardrails Can Improve Your Retirement Experience

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 veer off the road. It…

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Read more about the article Thoughts on Paying off a Mortgage Early
Thoughts on Paying off a Mortgage Early

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 question. It often leads to…

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Read more about the article Clear the Hurdles for Your Family’s First Estate Plan
Estate Planning Financial Planning

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 resolution but somehow get stuck.…

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Read more about the article Choose Your Retirement Age with Purpose
Choose Your Retirement Age with Purpose

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 retirement plans. There is often…

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Read more about the article A Checklist for Crushing Open Enrollment
Employee Benefits

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 all the benefits provided by…

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