As a parent, you’re constantly juggling responsibilities, including managing your family’s finances. However, life is not as linear as the calculations on a financial calculator. It’s unpredictable, rich with opportunities, and interspersed with challenges. And while managing your money is crucial, it’s equally important to understand that your financial choices should align with your unique lifestyle, values, and aspirations for … Read More

While many of us diligently save each month in an employer-sponsored retirement plan such as a 401(k) or 403(b) or an IRA option such as a Traditional or ROTH, do we understand what we are saving for? While everyone will have their unique answer to this question and personal goals, we are all likely trying to achieve four common goals … Read More

Summer’s here, and it’s time to dive into a world of exciting stories, compelling narratives, and fascinating insights with my specially curated Summer Reading List! Whether you’re relaxing by the beach, journeying on a road trip, or just enjoying a lazy afternoon in the sun, we’ve got the perfect book for every moment. Share your favorite summer reads on our … Read More

The debt ceiling debacle has been kicked down the road, at least for another few months. Mark Schoeff Jr.​ at InvestmentNews​ quoted me in his most recent article. We need to be focused on corporate earnings trends and the impacts that supply chain shortages along with labor shortages will have on demand and thus corporate profits. Read on for the … Read More

One of our specialties is working with new and growing families. Watch this short video where I discuss a case study of one family that was facing 4 common challenges we see all the time. Our team helped this family gain clarity and direction, and created a plan to achieve their goals and objectives. If you’re in this season of … Read More

The big four in terms of technology giants Apple, Google, Facebook, and Amazon seem to be on a collision course with each other.  At one point in time, their wares were virtually separate but now they clearly infringe upon each other turfs. When I see these four names, I can’t help but think of companies that may have been apart … Read More