My 50-something friend who has been married for 20+ years was sharing with me over burritos the other night that she wanted…
February 7, 2023 When it comes to managing your financial life, it’s easy to get caught up in the day-to-day and lose…
We all like to think that we’re rational thinkers and make decisions based on logic and facts. The truth is our brains…
By Jessica Lanning, JD, CFP® November 16, 2022 In the frenzy of a $2 billion Powerball prize, two phenomena came into…
Attention all you late 40-, 50- and early 60-somethings who have attempted and “failed” to hire a financial planner: Simplify your…
October 2021 What’s the biggest mistake investors make? Not doing something significant with their money. They build their careers, they make…
September 2021 Have you ever caught yourself answering the question, “How are you doing?” with “busy” or “exhausted”? Or maybe inner…
August 2021 Every year DALBAR, an independent researcher for the financial community, releases its report on what returns the “average” investor earns…
I remember this song taught to me as a kid that goes, “Stay on the sunny side, always on the sunny side,…
401(k) plans are getting a lot attention in the press lately, largely due to new rules coming out that require plans to…
