There’s More to Investing Than Risk and Return Christine Benz, one of the most respected investment commentators in the country, shares “The more I know [about investing], the more I can’t be bothered with the arcane, the volatile, the hard to understand. Instead, I crave simplicity, peace of mind and the ability to be asleep […]

Believing in Yourself Is the First Step to Achieve Anything A good reminder that self-belief gives us the freedom to try new things, bet on ourselves, and create resilience for life’s challenges. It’s also a nicer mind space to live in. There’s Another Gender Pay Gap: Stock Options Here’s a financial situation when what you […]

The Power of Health Savings Accounts for Retirement Planning Health Savings Accounts aka HSAs are one of the most valuable retirement savings tools out there for higher income earners. Using an HSA correctly allows you to lower your taxable income, grow the asset tax free, and withdraw the money tax free. Triple tax benefit!! It […]

How to Prepare Your Finances Before Quitting Your Job With preparation, anything is possible. Confessions of an Overnight Millionaire You may have heard that IPO (“Initial Public Offering”) mania is nutso (technical term) this year. This honest article about becoming an “overnight millionaire” is very timely. Not everyone involved working for a company that has […]

Here’s what I’ve been reading this past week or so. Investing is No Field of Dreams Important investment advice with a tie-in to Kevin Costner. Yay! The 3 Phases of Making a Major Life Change We have all just lived through a major worldwide pandemic. Maybe you reflected on what’s really important to you and […]

Here’s what I’ve been reading this past week or so. Can I Afford To Retire? People don’t normally wake up and say “hey, I need a financial planner today”. They reach out because something in their lives triggers the need to find a resource to help them with a life transition like a job change, […]