In honor of National Financial Planning Month, it seemed fitting to look at this relatively young profession’s history from my
Category Archives: Financial Life Planning
Retirement Beyond the Numbers
Ready to Retire? Know Your Options Before You Decide You’ve decided you’re ready to retire. Then the questions start. What
The Sandwich Generation: Caring for Them, Planning for You
There comes a point in life when you expect some of your responsibilities to start easing up. The kids are
For Many Men, Retirement Is More Than a Financial Transition
As retirement approaches, most conversations focus on financial readiness. Will the savings last? When should Social Security begin? How should income be
Get Ready, Get Set, GO! Organizing Your Financial Year
February often feels like the quiet month after the holiday rush—a perfect time to shift from New Year’s resolutions to
Which Options Make Sense for You?
Open enrollment season is here again, and if you’re like most people, you’re staring at a screen full of options,
What Do You Want the Rest of Your Life to Look Like?
When you think about the future, what do you see? Is it traveling the world, enjoying a comfortable retirement close
Disaster-Proof Your Life: How to Prepare for Natural Disasters in the Midwest
The recent fires that have impacted so many in California have exposed a vulnerability for many. Are you ready if
5 Teachings From The Japanese Wabi Sabi Philosophy That Can Drastically Improve Your Life
The Japanese philosophy of Wabi Sabi embraces the imperfection and beauty found within life’s flaws, reminding us that all things