Our blog offers insights, strategies, and practical tips to help you achieve financial freedom—no matter your unique financial situation.
As a financial advisor, I spend much of my time helping people prepare for retirement. Starting as early in their careers as possible, we work together to figure out how
If you’re a Millennial, the road to retirement probably seems a long way off. After all, you have years of your career ahead of you, lots of time to save,
It happens every year: My husband, a school principal, is basking in the final days of a quiet, relaxing spring break and I hear him say, “I could get used
It’s been over four years since Marie Kondo’s book, The Life-Changing Magic of Tidying Up: The Japanese Art of Decluttering and Organizing became a best seller in the US, and
I’m not typically a New Year’s resolutions kind of guy. Not only do I like to think I walk a pretty disciplined path (I eat a fairly healthy diet, I
“The important thing about an investment philosophy is that you have one you can stick with” – David Booth, Co-founder of Dimensional Fund Advisors. Happy New Year! I hope the
I hope that this holiday season has brought opportunities for you to gather with friends and family to enjoy many good times together and to forget about the stock market
Let’s face it: our lives are busy! Blame it on technology or society or family or work, but everyone I talk to seems to be in a constant frenzy of
If you’ve ever taken a Michigan left turn, you know just how disorienting it can be. Instead of turning left where you expect to, the lane forces you to go
The picture above shows the results from a quick Google search for “October 2018 Market Headlines”. As expected, negative headlines dominated this past month. The word choices such as antagonistic,
When Linda walked into my office last week, she was looking for urgent help. After her husband Paul’s death just a few weeks ago, she felt lost. Although Paul had
After a generally positive investment environment for the third quarter, both stock and bond asset classes have come under pressure in the first couple of weeks of the fourth quarter.
