Spring Into Action with Your Personal Strategy Map

Not to alarm you or anything, but now that we’re in mid-April, that means a quarter of 2024 is already over. To put it another way, if this year were:the battery life on your phone, you’d be at 75%the famed Shakespearean play Romeo and Juliet, we’d be at the Capulet...

Lessons from the Eclipse

Not only was the recent solar eclipse a spectacular, once-in-a-lifetime celestial event, but there are important financial lessons that can be learned from it as well. Here are a few:1. Planning and preparation are essential: The preparation of astronomers and...

When Bridges Fall

The collapse of the Francis Scott Key Bridge in Baltimore was a dramatic example of an unexpected event with major consequences on the economy and global trade. Despite what was in place to protect the bridge’s supports, the ship that caused the collapse, the MV Dali,...

The Key Connection Between Your Beliefs and Finances

“If you believe you can, or you can’t, you’re right.” —Henry FordOur beliefs and values shape our behavior and financial decisions more than we realize.If we hold limiting beliefs such as “I can’t save right now” or “I doubt I could ever...

Retiring with Zero (To Prove)

This year marks a significant milestone, as over 4 million people are set to turn 65, making it the largest cohort to reach the traditional retirement age in a single year. In the coming months, the impact of this demographic shift on the economy, social security,...