Blog Post Archives - Benchmark Wealth Management

The Extremely Uncorporate Way We Built Benchmark

Blog Post / May 18, 2026 / By benchmarkadmin

People probably assume wealth management firms are built in fairly corporate ways. Résumés. Recruiters. Formal interviews. Carefully planned organizational charts. And while some of that certainly exists, Benchmark mostly grew another way entirely: through relationships. Through conversations between friends. Through clients who became teammates. Through people looking for second careers, healthier environments, or simply work […]

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If I Were 30 Again, Here’s What I’d Do Differently

Blog Post / March 10, 2026 / By benchmarkadmin

I met a young man last week and when he found out what I did, he asked me a great question: “What advice would you give your 30-year-old self?” I loved it. Before you read further, pause and ask yourself what you would say.Here’s what I told him. 1. Know where your money is going.

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Wrestling and Wealth: Preparing for Your Financial Main Event

Blog Post / February 19, 2026 / By benchmarkadmin

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

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2025: Reflections Before We Turn the Page

Blog Post / January 8, 2026 / By benchmarkadmin

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

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Why Thankfulness Is the New Currency of Success

Blog Post / November 18, 2025 / By benchmarkadmin

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,

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The Case of the Stubborn Garage Door (and the Forgotten 401(k))

Blog Post / October 16, 2025 / By benchmarkadmin

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:

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Seasons Change, So Do Goals: Your Fall Financial Reset

Blog Post / September 23, 2025 / By benchmarkadmin

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

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What a Broken Ankle Taught Me About the Long Game

Blog Post / August 14, 2025 / By benchmarkadmin

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

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No Loose Ends – Leave Clarity, Not Clues

Blog Post / July 15, 2025 / By benchmarkadmin

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

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Trusting the Process – What Passing the CFP® Exam Taught Me About Investing

Blog Post / June 27, 2025 / By benchmarkadmin

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,

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The Extremely Uncorporate Way We Built Benchmark

If I Were 30 Again, Here’s What I’d Do Differently

Wrestling and Wealth: Preparing for Your Financial Main Event

2025: Reflections Before We Turn the Page

Why Thankfulness Is the New Currency of Success

The Case of the Stubborn Garage Door (and the Forgotten 401(k))

Seasons Change, So Do Goals: Your Fall Financial Reset

What a Broken Ankle Taught Me About the Long Game

No Loose Ends – Leave Clarity, Not Clues

Trusting the Process – What Passing the CFP® Exam Taught Me About Investing

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