Wealth Blog Post

How to Set Financial Goals without Freaking Out, that You'll Actually Follow Through On You’ve made it here, to this post on financial goal setting, which is farther than most. Congrats!   Financial goal setting is necessary and can transform into an exciting exercise if done correctly.   Before going any [...]

How to Invest Without Missing Out and Still Live Your Best Life It’s like lions and tigers and bears oh my, except Bitcoin and meme stocks and Robinhood, oh shoot.  Should I be investing in these things?  Is it too late to or is this just the beginning? What should [...]

How to Start Saving and Investing without Spending a lot of Time or Money Getting started is hard.  Once we get started, keeping going and finishing is also hard.  These realities are what keep us from doing meaningful things because meaningful things are often difficult to do.   So, the purpose [...]

How Do I Save Money? “How do I have a great relationship with my significant other?”  “How do I lose 25 pounds?”   Questions like these are hard to answer.  Behind my keyboard, the answers are simple.  For example, it’s easy to say, if you want to increase your savings, [...]

Is it too Late to Start Saving? Is it ever too late to start saving?  Maybe, but probably not.  If you have one year before retirement, you’re in trouble.  If you have five years or more, you can accomplish what it will take to retire using the steps below.     [...]

Is My 401k to Expensive? How Do I know? Is it Important to Know? If you’d like help in evaluating your current plan, or to talk about a new plan, we’d be thrilled to help. Learn more here   Financial wellness programs have become one of the most requested employee [...]

Four Big Money Mistakes and What to Do When You Make Them There are big money mistakes and small money mistakes.  There are good mistakes and bad mistakes.     Good mistakes are the ones we learn, get better, and move on from.  Bad mistakes are the ones we seem doomed [...]

Do I Need Life Insurance? “Do I need life insurance?”   Probably.    Here’s the thing, you’re probably going to live a long and happy life. One in which not major bad things happen to you. But what if something did?   What if you died before you’re supposed to? [...]