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    Retirement Planning

    What is the true definition of wealth?

    What is the true definition of wealth? In my line of work, I see plenty of people one would call affluent. If you're just looking at things on the surface—someone with $15 million, a certain car, a certain house—you might assume they're wealthy. You see the make and model of the car, the size and location of the home, the lifestyle. You may think,Oh, look, they're wealthy.But I've learned that a lot of what people think is wealth is just a well-polished illusion.

    3 Retirement Mistakes 45-Year-Olds Make (And How to Avoid Them)

    If you're in your mid-40s like us, you're likely juggling a lot right now: career responsibilities,...

    The One Big Beautiful Bill Act: What It Means for Your Retirement

    The One Big Beautiful Bill Act Highlights: A Summary of Critical Changes The Tax Cuts and Jobs Act...

    Declaration of Financial Independence: Why Even Millionaires Need a Better Plan

    Independence Day naturally brings to mind concepts of freedom and liberty. But what does financial...

    Retirement Planning Tips: 9 Things To Do Before You Retire

    Intentionality: The Secret Ingredient in Retirement Planning Tips Retirement is a big deal. It’s a...

    Beyond the Million-Dollar Mark: Defining Your Retirement Goals

    A number is not a retirement goal; what’s your goal, really?

    Are You Being Burned By Variable Annuities?

    A few years back, I met a prospective client — let's call him Peter. He came to me through a...

    The Real Risk of Target Date Funds and How to Take Control of Your Financial Future

    Just the other day, a friend called to tell me about a conversation she overheard.

    A Financial Planner's Investment Advice to His Parents

    Many of us financial advisors remember what drove us to enter our line of work. Some of us are very...

    The 2 Biggest Reasons To Question Traditional Investing Strategies

    Thanks to technology, many people are able now to work from anywhere in the world at any time. They...
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