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...
Aug 22, 2025 | Weekly Financial Thought
Blog “How AI is Reshaping the World of Finance” The financial landscape is undergoing a seismic shift, and at the epicenter of this transformation lies artificial intelligence (AI). From the mundane tasks of customer service to the complex calculations...
Aug 8, 2025 | Student Loans, Weekly Financial Thought
Blog “Repayment Assistance Plan; what you need to know” The student loan journey is often a long and winding road, and for millions of Americans, it’s a road filled with financial uncertainty. The weight of monthly payments can feel crushing, especially...
Jul 18, 2025 | Behavioral Finance, Congress, Financial Planning, Retirement, Social Security, Weekly Financial Thought
Blog “Navigating Your Financial Landscape: Key Updates from the “Big Beautiful Bill” The recently passed “Big Beautiful Bill” (BBBP), signed into law on July 4, 2025, includes several provisions that are relevant for a wide range of individuals...
Jun 27, 2025 | Investing, Issues that effect todays Market, Weekly Financial Thought
Blog “Mirror Image Quarters and Iran” Maybe it goes without saying, but 2025 has not been short of news headlines and we are just coming up to the halfway point in the year! Interestingly the entire 2020’s decade so far has been quite a volatile one. Up to this...
