Newsletter

On average, people spend about nine hours completing their taxes, providing ample opportunities to make mistakes. And though errors are an inevitable part of life, the one time you really want to avoid them is on a tax return. So, now that tax season is underway, it...

Are you familiar with the Wall Street Journal columnist Jason Zweig? He’s a longtime personal finance journalist who writes about best practices for investors. For years, his consistent message about tuning out daily volatility to focus on your long-term goals has...

As the Super Bowl approaches, let's talk about the game-changer in financial success – having a good coach. Just like in football, a financial advisor can be your money coach, guiding you to victory and holding you accountable for those crucial financial plays. A...

Ever felt so absorbed in a task that time seems to fly by? That's the "flow" state – a psychological sweet spot where you're fully immersed, losing track of everything else. Now, imagine experiencing this with your finances. Financial flow isn't just about numbers;...

How to make it past Quitter’s DayHello Independent Advisor Online (Brad Cable), As we ease into 2024, early January is an opportune time to consider the larger impact that changes you make now could have by the end of the year. Even minor adjustments to your saving...

Happy New Year! As we embark on this fresh chapter, consider this: in some areas of life, value is unlocked by starting, while in others, it's found in the finish. What's your focus for 2024? Whether you need to kickstart new financial habits or follow through on...

As we celebrate the holidays, I want to wish you and your loved ones a joyous and peaceful time. Now is when we often reflect on what truly matters in our lives, and I hope that your financial wellness and overall happiness are at or very near the top of your list....

We’re in the final stretch of 2023, and if you find yourself absorbed in the holiday hustle and bustle, let’s take a moment to pause and reflect.Reflecting on financial behavior at the end of a year can be especially illuminating. What obstacles did you face this...

'Tis the season! And with it comes the age-old quandary: what do we give our loved ones? While traditional gifts such as toys and games, gift cards, and vacations are popular choices, consider giving a financial-related present. It could be the best gift of all, one...

We all love a good secret. And this time of year is chock full of them. Whether it's wondering who’s on Santa’s nice list, to choosing the perfect gift for a loved one and brimming with anticipation while you wait to see their face light up as they open it, that...