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10 Things I’m Considering As I Navigate the Stock Market Today (Part 1 of 2)

While financial planning is a journey, the investment component of the process has unique characteristics. No matter how much we…

I bonds are a low-risk, long-term savings product offered by the US Treasury, whose returns are tied to current inflation…

One question that often comes up for investors during turbulent market conditions is should I sell my investments and hold…

Over the past year, we have all seen the economy heat up, unemployment rates drop and prices rise due to…

If you’ve found yourself feeling that things are getting more expensive lately, you’re not alone, as the U.S. just experienced…

While the stock market can be a powerful wealth generator over long periods, it’s not without its downsides as well.…

I love peanut butter. I’ve always loved peanut butter. As a growing 13-year old during the late 1970’s, I remember…

How do you quantify the value of avoiding a mistake? Back in 2007, the real estate market was booming, especially…

When flying a plane, a good pilot will tell you that a written pre-flight checklist is essential when taking control…

How to Know What You Don’t Know and Improve Your Financial Preparedness

Alexander Graham Bell, famed inventor, scientist, and engineer, once said, “Before anything else, preparation is the key to success.” When…

After three and a half decades of people coming to me for financial advice, I feel like I’ve seen it…

I recently celebrated a birthday and, around the same time, had a routine physical. The combination of completing another trip…

Spending guilt is one of the most common money emotions that I run into with clients. For many, their financial…

As a Financial Planner, I would be lying if I said that I’ve always made perfect financial decisions. I have…

Of all the “happy” life transitions that I have seen people make over my 35+ years of being a CFP®…