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 »
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 »
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 »
How do we take a boring topic and make it interesting? I can’t. I’m not that talented. But I do know how to save money on taxes. Does that help? It’s that time of year when the IRS reminds us that contribution limits have changed, and you may be able to take advantage of some
New Retirement Contribution Limits for 2025: Let’s Talk Money 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 »
Keep More. Send Uncle Sam Less. Don’t get me wrong. I love America. But let’s hold onto as much of our hard-earned money as possible and take advantage of tax breaks. We’re all about tax avoidance, which is entirely different from tax evasion (that’s illegal)! But taxes can and do diminish your retirement nest egg.
Winning Tax Strategies: From First Save to Final Score Read More »
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