Personal finance never stays the same. You need to know what’s changed so you can do your best planning.
Read More2024: What’s New and What’s Next
Digging Deeper at Year-End for Better 2024 Financial Results
At year-end, or the beginning of a new year, I like to step back and take a closer look at how things are going and what needs to happen next. Maybe you do too.
Read More2024 Philanthropy Worksheet
We can make a difference—even when it seems like a very small drop in the ocean. It all adds up. There will always be a need to help other people and our planet and promote what we find meaningful. I’ve provided the worksheet below to help you make your philanthropy plans for the coming year.
Read MoreOctober Horrible Scope
This month looks good from afar but to be honest, it also looks pretty far from good.
Read MoreEconomic and Market Update October 3, 2023
Stock market +20% year-to-date 2023, cash and bond returns much higher than previous years, and more.
Read MoreAnd then it happened…your job is gone!
Take your time to adjust to this major change and get in the right headspace. It’s important to remember that you’re not alone in going through this difficult period. It’s crucial to take practical steps to stay afloat during this challenging time.
Read MoreSeptember Horrible Scope
This month looks good from afar but to be honest, it also looks pretty far from good.
Read MoreEconomic and Market Update August 1, 2023
Stock market +20% year-to-date 2023, cash and bond returns much higher than previous years, and more.
Read MoreAugust Horrible Scope
This month looks good from afar but to be honest, it also looks pretty far from good.
Read MoreControl What You Can: Creating a Disciplined Approach
Investing can feel like a wild roller coaster ride, with ups and downs that can make even the steadiest of hands shake. That’s why having a plan in place, created in advance, is so important.
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