What I Learned On The Road To The House on the Lake

In my life, I’ve always been a goal setter. You may be a goal setter, too. If you’re like me, you set goals on an annual basis. It may be hard to get going, but being purposeful about taking those first steps will produce results and help propel you from one success to the next. So where do you start?

My Money Story

Have you ever considered how your thinking about money was formed? Recently, I took a stroll down memory lane to discover my own “money story,” how I came to think about money.

What Got You Here Won’t Get You There

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.