I love professional wrestling. You read that right. Seven-year-old Elian watched Hulk Hogan defeat The Iron Sheik for his first title belt as “I Am a Real American” blared over mid-1980s speakers. I was hooked. Now, 40 years later, very little has changed. I don’t take it as seriously, but it’s still fun. What does […]
Wrestling and Wealth: Preparing for Your Financial Main Event Read More »
As I pause to reflect on the year, it’s hard to believe how quickly 2025 flew by. My three-year-old son, Andrew, enjoys making me chase him around our kitchen table, Tom and Jerry style, using a low center of gravity to his advantage while I try to gain enough traction to catch him (I never
2025: Reflections Before We Turn the Page Read More »
A Thanksgiving Reflection on Wealth That Money Can’t Always Buy November always feels like an invitation to pause. A month of family, feasting, and gratitude — it’s the perfect time to reflect on what we already have rather than what we lack. In a culture that constantly tells us to want more money, more stuff,
Why Thankfulness Is the New Currency of Success Read More »
This is my third of three scheduled DTO (discretionary time off) days, and the timing couldn’t be better.When you live alone, there’s exactly one of you to meet the repair people. OK—two, if you count Carolyn. Three, if you count my sister. Four, if you count my nephew. But for dramatic effect, let’s just say:
The Case of the Stubborn Garage Door (and the Forgotten 401(k)) Read More »
With summer winding down and kids returning to school with the hope of stability (sanity, for caretakers!) and routine, we find ourselves at a natural seasonal inflection point. We’re on the cusp of glorious fall weather, and the busy uptick of the holidays will be here before we know it. As we collectively catch our
Seasons Change, So Do Goals: Your Fall Financial Reset Read More »
A few months ago, I hobbled out of an orthopedic appointment feeling like my body had betrayed me. Fueled by denial, I kept my ankle on ice all weekend. It was surely just a mild sprain. That following Monday, the X-ray said otherwise. I had a stress fracture. And I was, indeed, quite stressed. I
What a Broken Ankle Taught Me About the Long Game Read More »
Communication is fun, isn’t it? We have a running joke (even though it’s not a joke) in our house that my wife can’t remember the master password to the password keeper we have. Come on! To be fair, I can’t remember her birthday most of the time so we’re even. This does present quite a
No Loose Ends – Leave Clarity, Not Clues Read More »
If you’ve ever taken on a big challenge- whether it’s running a marathon, starting a business, or raising children- you know that success rarely happens overnight. It requires consistency, discipline, and the ability to push through fear and uncertainty. Recently, I passed the CFP® (Certified Financial Planner) exam—a milestone that took months of intense study,
Trusting the Process – What Passing the CFP® Exam Taught Me About Investing Read More »
May, lovingly referred to as the unofficial second December or “Maycember”, is the blitz of the end of school year filled with parties, exams and final projects, sports tournaments, graduations, and all the things. Summer is around the corner, and with it comes sunshine, pool or beach days, BBQs, and the urge to hit pause
Suns Out, Funds Out! Tips to Stay Financially Cool in the Summer Heat Read More »
It’s been fun for many years to watch clients meet and exceed their dreams. Many wanted to retire and have very successfully done so. I know I could do that, but I don’t want to. I don’t want to because I’m having so much fun doing what I’m doing! Some of what I’m doing these
Retirement Isn’t the Goal – It’s Time to Dream Bigger Read More »
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