Blog
Blog
Three Overlooked Areas of a Solid Financial Plan
Many people judge their financial plan by one thing: how their investments are performing. But a Life-Centered Financial Plan looks beyond the markets and prepares for real life—including the “what if?” moments that don’t show up on a statement. Here are three areas...
Four Simple Ways to Use Your Money to Improve Your Life
Financial planning isn’t just about building a bigger nest egg for someday. It’s about using your money to create a better life at every stage — a life that’s more comfortable, more meaningful, and, yes, more fun. But here’s the catch: most of the research is clear...
Focus on Your Circles of Control to Improve Your Life
We have more information at our fingertips than any generation before us. And as artificial intelligence becomes more capable—and more integrated into our daily lives—that stream of information isn’t slowing down. It’s accelerating. The challenge is that the more we...
Advice For Life
Navigating the Emotional Side of Retirement
You've been working towards this moment for decades. But have you really prepared for it? Once the countdown is over and you've left your retirement party, the reality of retirement is going to set in. And many new retirees are surprised by the waves of emotions they...
Three Keys to Purposeful Wealth
What is your Money For? Financial security and comfortable living are very important. But if you aren't making purposeful investments in the things that matter most, you might find yourself surrounded by stuff that doesn't bring you any joy and money that just earns...
Now Is a Good Time to Teach Kids About Finance
Kids often know a lot more about what's going on in the world than we realize, even if they don't have a handle on all the details. Any child old enough to log onto YouTube has probably seen a few eyegrabbing video thumbnails or headlines about the economy in the past...
SMI Transition Planning
Resource Planning – The Financial Analysis Part 2
Resource planning for your child after you are gone is a straightforward process.
Resource Planning – The Financial Analysis
Resource planning for your child after you are gone is a straightforward process.
Advocate – Expectations
This post is to help you think through what an Advocate(s) will be doing for your child. What should be the responsibilities and expectations?
Every month, Paul shares his thoughts, stories, and wisdom.