The Five Generosity Languages
Category: Financial Planning » Behavioral Finance
Join Ashlee as she discusses five generosity languages that help each of us express our own unique ways to give.
What Got You Here Won’t Get You There
Category: Financial Planning » Behavioral Finance
Making the transition to retirement – from saving to spending – is one of life’s most anticipated passages. Yet beyond the financial milestones, it often carries deeply personal questions and emotions. In this article, Brad shares perspectives to help you approach this new season with clarity and confidence.
Teaching — and Learning from — Our Kids: What Kind of Spender Are You?
Category: Financial Planning » Behavioral Finance
As a financial planner and a parent who didn’t grow up with the benefit of family financial literacy, I’m always looking for creative ways to teach my kids about money. Read more to see how a simple family trip revealed three unique spending styles.
The Gift of Fandom—and Financial Wisdom
Category: Financial Planning » Behavioral Finance
What do investing and being a loyal sports fan have in common? More than you might think. Read on to discover how the ups and downs of fandom can mirror the journey of long-term investing—and why both are worth the ride.
How to Use the Dollars: Building Your Income Stream
Category: Financial Planning » Behavioral Finance
Retirement is exciting—but having a well-thought-out distribution strategy could help ensure your money lasts. Let’s explore the key considerations for crafting a smart plan that works for you.
What I Learned About Celebrating the Gap
Category: Financial Planning » Behavioral Finance
Success isn’t about perfection—it’s about progress. By celebrating small wins and adapting to life’s changes, we can stay motivated and turn our goals into reality. Read on to discover how shifting your perspective could lead to a more fulfilling journey.
Generosity in Action: Q&A with Change Course
Category: Financial Planning » Behavioral Finance
You don't have to be an optimist to know that you can squeeze a lot of happiness out of a springtime mini vacation in the city of big shoulders!
Your Money Should Make You Happy – Does It?
Category: Financial Planning » Behavioral Finance
What role does money play in your life? Is it possible that your financial plan could be “bulletproof”… but also “joy-proof”? Discover how shifting your mindset can lead to greater meaning, freedom, and fun.
On Investing: the Triumph of the Optimists
Category: Financial Planning » Behavioral Finance
Stock markets have a long history of rewarding optimistic, long-term investors despite periods of volatility. Curious about the data behind it? Read to learn more!
The Five Generosity Languages
Category: Financial Planning » Behavioral Finance
Join Ashlee as she discusses five generosity languages that help each of us express our own unique ways to give.
What Got You Here Won’t Get You There
Category: Financial Planning » Behavioral Finance
Making the transition to retirement – from saving to spending – is one of life’s most anticipated passages. Yet beyond the financial milestones, it often carries deeply personal questions and emotions. In this article, Brad shares perspectives to help you approach this new season with clarity and confidence.
Teaching — and Learning from — Our Kids: What Kind of Spender Are You?
Category: Financial Planning » Behavioral Finance
As a financial planner and a parent who didn’t grow up with the benefit of family financial literacy, I’m always looking for creative ways to teach my kids about money. Read more to see how a simple family trip revealed three unique spending styles.
The Gift of Fandom—and Financial Wisdom
Category: Financial Planning » Behavioral Finance
What do investing and being a loyal sports fan have in common? More than you might think. Read on to discover how the ups and downs of fandom can mirror the journey of long-term investing—and why both are worth the ride.
How to Use the Dollars: Building Your Income Stream
Category: Financial Planning » Behavioral Finance
Retirement is exciting—but having a well-thought-out distribution strategy could help ensure your money lasts. Let’s explore the key considerations for crafting a smart plan that works for you.
What I Learned About Celebrating the Gap
Category: Financial Planning » Behavioral Finance
Success isn’t about perfection—it’s about progress. By celebrating small wins and adapting to life’s changes, we can stay motivated and turn our goals into reality. Read on to discover how shifting your perspective could lead to a more fulfilling journey.
Generosity in Action: Q&A with Change Course
Category: Financial Planning » Behavioral Finance
You don't have to be an optimist to know that you can squeeze a lot of happiness out of a springtime mini vacation in the city of big shoulders!
Your Money Should Make You Happy – Does It?
Category: Financial Planning » Behavioral Finance
What role does money play in your life? Is it possible that your financial plan could be “bulletproof”… but also “joy-proof”? Discover how shifting your mindset can lead to greater meaning, freedom, and fun.
On Investing: the Triumph of the Optimists
Category: Financial Planning » Behavioral Finance
Stock markets have a long history of rewarding optimistic, long-term investors despite periods of volatility. Curious about the data behind it? Read to learn more!
Investing Wisely for the Marathon
Category: Financial Planning » Behavioral Finance
Investing, much like running a marathon, requires strategy and discipline. The temptation to chase short-term gains or follow the crowd can be hard to resist—but it often leads to burnout and disappointment. So how do you stay on track and set yourself up for long-term success?
What I Learned About Cash, Awareness, and Random Acts of Generosity
Category: Financial Planning » Behavioral Finance
The key to it all is intentionality, which may seem odd when the subject is random generosity. But if you’re not intentional about carrying cash, being aware, and engaging people in need, you’re going to miss the opportunity to experience even more joy during the holiday season!
The Ruling on the Field is Under (Fiduciary) Review
Category: Financial Planning » Behavioral Finance
Today, all sports have adopted official replay and the goal is to: Get the call right. Make the correct decision. Similar in use is the role of a fiduciary financial advisor. Having an objective resource to review one’s situation, incorporate goals, evaluate risks, and utilize precedence helps deliver peace of mind around financial decisions.