4 Mistakes Rich But Unhappy People MakeMoney can be an incredibly effective tool to building the life you want — or your worst enemy. Here’s how to get wealthy AND be happy.Jan 6Jan 6
The Most Underutilized Wealth-Building Tool: What It Is, Who Needs It, and How to Use ItIf you’re using your HSA to pay for medical bills, you could be missing out on its true power. Here’s the strategy to use instead.Dec 9, 2024Dec 9, 2024
3 questions to ask to help you decide if you should rent or buyBuying a home has never been more expensive. Should you do it anyway? These 3 questions can help you decide.Nov 25, 2024Nov 25, 2024
Five Financial Tips to Help You Plan for the UnexpectedIt’s impossible to predict the future, but you CAN create a financial plan that can handle life’s inevitable curveballs and surprises.Nov 4, 2024Nov 4, 2024
What to Do (and Avoid) with Your Money Ahead of the ElectionAs a financial planner, here’s what I see as things to do (and what to avoid) with your money right now.Oct 28, 2024Oct 28, 2024
How to Create a More Dynamic, Futureproof Financial PlanDon’t just make a static plan. Create a system that you can run over time to get to better financial outcomes. Here’s where to start.Oct 21, 2024Oct 21, 2024
3 Ways to Manage Your Money Like a MillionaireIf you want to manage your money like the self-made millionaires we work with, you need to turn these 3 actions into lasting habits.Oct 14, 2024Oct 14, 2024
The 5-Piece Framework You Need to Better Manage Your Personal FinancesDon’t stick with average when it comes to managing your money. Use this framework to start seeing meaningful gains in your net worth.Sep 23, 2024Sep 23, 2024
This 1 Simple Strategy Can Help You Grow Wealth, Without The RiskRisk is inherent to investing. But knowing the difference between an acceptable risk and an unnecessary one is what sets the wealthy apart.Sep 16, 2024Sep 16, 2024
You Should Use a 529 Plan — But It’s Not the Only Place You Need to Save for CollegeFamilies need multiple financial tools to deploy when planning for the future — which includes, but isn’t limited to, college costs.Aug 27, 2024Aug 27, 2024