How to Use Your Deferred Compensation Plan
For most of us, it’s that time of the year when we make benefits elections for next year. These are important decisions.
How We Can Serve You
Category: Foster Group
How Will You Pay for Long-Term Care?
Category: Financial Planning
Chances are, you’ve heard about long-term care insurance, but have you asked yourself if you need it?
Meta Does Not Equal Value | Financial Perspectives
Category: Investing » Equity / Stocks
The headlines last week included “Faceplant”, and “Metaflop” following Meta’s disappointing earnings and new users numbers. As interesting as the metaverse may be, it turns out investors still want real world results when it comes to their investments.
Minor Decisions, Major Effect
Category: Investing
Money and Emotions
Category: Financial Planning » Behavioral Finance
The first step to managing emotions in financial decisions is to understand the script or story you are telling yourself about money and where it came from.
Money Can’t Buy Happiness, or Can It
Category: Financial Planning » Behavioral Finance
The book Happy Money: The Science of Happier Spending by Elizabeth Dunn & Michael Norton has changed the way I think and feel about spending. It’s based on academic research that identifies ways that spending can increase our joy, something I didn’t think possible before reading this book!
Money Silence Hurts Families – Three Tips to Break the Cycle & Empower Healthy Money Talk
Category: Financial Planning » Behavioral Finance
If you think talking about money with your spouse, parents, or children is difficult, you are not alone. Here are three tips to get started on a healthier money talk journey with your loved ones.
Money, Happiness, & Meaning
Category: Financial Planning » Behavioral Finance
We’ve all heard the adage, “Money can’t buy happiness,” but the truth is more nuanced. Let's dig into the research.
More Stimulus Aid on the Horizon
Category: Financial Planning
On January 14th, President Biden presented his plan, titled the American Rescue Plan, for the next round of economic aid related to the ongoing pandemic.
Mutual Funds and ETFs: What’s the Difference?
There are structural differences between an Exchange Traded Fund (ETF) and a mutual fund that can create advantages to using one over the other.
My Favorite Blog Posts and Podcast Episodes from 2020
Many of my favorite content pieces from 2020 reflect on the themes of uncertainty, risk, change, and remaining optimistic in the face of unsettling circumstances.
My General Contractor and I
Category: Financial Planning
That’s when I realized, constructing a basement wasn’t all that different from constructing a financial plan.
My Strange Family
Category: Financial Planning » Family Governance