Dec 26, 2025 | Behavioral Finance, Congress, Estate Planning, Financial Planning, Investing, Issues that effect todays Market, Retirement, Social Security, Tax Concepts for Retirement, Weekly Financial Thought
Blog “Merry Christmas and Happy New Tax Year” We want to wish you a very Merry Christmas and hope that you all find time to celebrate with family and loved ones this holiday season. As we end one year, another starts and with a new year comes quite a number of...
Dec 12, 2025 | Behavioral Finance, Financial Planning, Investing, Retirement, Weekly Financial Thought
Blog “The Pursuit of Independence as Your Financial Goal” As your financial advisor, I believe a truly great life boils down to a simple, two-part formula: Independence plus Purpose. Purpose is personal—it might be family, community, your faith, or your work....
Nov 28, 2025 | Behavioral Finance, Financial Planning, Investing, Issues that effect todays Market, Retirement, Weekly Financial Thought
Blog “A Note on Markets, Perspective, and Gratitude” As we approach Thanksgiving, a time for family, reflection, and gratitude, it’s also a time when many of us naturally take stock of our financial lives. The financial news headlines have been hard to ignore...
Oct 17, 2025 | Behavioral Finance, Financial Planning, Investing, Retirement, Social Security, Tax Concepts for Retirement, Weekly Financial Thought
Blog “Inflation: The Silent Killer of Retirement Plans” We talk a lot about inflation in the headlines – rising gas prices, higher grocery bills, the cost of… well, everything. But while we feel its immediate pinch in our daily lives, there’s a far...
Sep 12, 2025 | Behavioral Finance, Retirement, Weekly Financial Thought
Blog “The Life Satisfaction Smile” I heard the concept on a podcast recently that was talking about what makes people truly happy. It’s an age old question and one that I would guess we aren’t going to have a universal answer for or “solve” anytime soon. ...
Sep 5, 2025 | Behavioral Finance, Weekly Financial Thought
Blog “Proof of Wealth” I often enjoy reading other thoughts and posts from financial experts in the field, and a recent post by Nick Maggiulli really hit home. It’s great if someone has a financial windfall or even wins the lottery but there is also...
