I love my daughters. They won’t admit it, but they are far more alike than they are different. And they definitely get their brains from their mother. Regularly, they come to me with a complex issue they’ve read about or seen on social media and ask what all the fuss is about. I try to […]
What My Daughters Taught Me About Financial Planning Read More »
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
The Extremely Uncorporate Way We Built Benchmark Read More »
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.
If I Were 30 Again, Here’s What I’d Do Differently 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 »
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 »
If you read any articles, you’ve seen plenty about this subject. No, I’m not talking about football this time—Go Vols! I actually wanted to give you some big-picture questions to ask yourselves before you get too far down the road toward retirement. Don’t worry, I’ll keep it short. 1. Retirement versus financial independence: what’s your goal? This is a
The Playbook for Retirement: Goals for a Winning Exit from the Workforce Read More »
As the fall air settles in, most of us are thinking about cozy sweaters, warm apple cider, and pumpkin-spiced everything. My personal favorite fall event is taking the kids to a nearby pumpkin patch and a back yard bonfire. Mmhmm, I can almost taste the perfectly charred marshmallows! Festivals and holiday gatherings with family are
Fall Into Financial Success: 7 Year-End Tips You Don’t Want to Miss Read More »
My family went to Disney World in 2022, which is also the year in which I learned that I’m not relaxed enough to enjoy things that lay at the intersection of logistics and “fun.” I have no chill, as they say. More recently, another Magic-Kingdom-Scorned mom and I were bonding over our magically induced shared
Election Year Enchantment: Navigating Markets in the Political Theme Park Read More »
Picture Above: My First Home! It’s springtime! And, alongside the season’s new blooms, eager homebuyers are also emerging from winter hibernation. Although many potential homebuyers are waiting on the sidelines, there’s still a good percentage ready to buy this year. The journey to buying a home in 2024 comes with many challenges, but with the
Survive and Thrive: 2024 Home Buying Tips You Can’t Miss Read More »
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