Newsletter

You may wonder, how much money would pave the way to your true happiness? Is there a dollar amount that comes to mind? A recent survey questioned nearly 2,000 individuals on precisely this matter. The results, published in the Wall Street Journal article below, were...

With Thanksgiving approaching, it’s as good a time as any to be thinking about how to show gratitude to the significant people in your life and for what you have managed to achieve. But what is gratitude? The word comes from the Latin gratia, from which we also get...

The final two months. That’s right, holiday shoppers, we’re down to 7 weeks left in 2023. And as we quickly approach the end of the year, it's natural to pause and reflect, taking a moment to recognize what you’ve been able to accomplish so far, and let that then spur...

It's that time of the year again when we bid farewell to longer daylight hours and welcome the coziness of fall. And as daylight saving time ends, it's an opportune moment to examine the daily habits that affect overall success. Wondering how sleep and your money are...

Sometimes, when the world seems chaotic, spending as little money as possible can feel like the only thing that makes sense with our finances. But is that the right approach for right now?When it comes to your overall wellness, it's not just about pinching pennies....

As Halloween nears, with its sugary treats and sticky candy, there’s a different kind of stickiness that many Americans are finding themselves in right now – they’re calling it "golden handcuffs."As the low interest rates, higher salaries, and membership discounts...

The recent turbulence in the bond market has once again reminded us of a crucial investment principle: long-term focus is the key to achieving your financial goals. As famed investor Warren Buffet once said, "Benign neglect, bordering on sloth, remains the hallmark of...

What if you lived to be 120 years old? Imagine all the experiences, memories, and milestones you could see. Yet as incredulous as that age sounds, the topic of longevity amid growing technological advances is gaining more traction recently in the news. It raises an...

Did you know that Sept. 28th is Ask a Stupid Question Day? Wait, was that a stupid question? The roots of this day go back to the ’80s when teachers started a national movement to try to get kids to ask more questions in the classroom. The strategy was that by...

Let’s see a show of hands from those who have questions about repaying their student loans. 🙋‍♀️🙋‍♂️ More than three years after federal student loan repayments were paused, the clock is restarting. This resumption is a big deal on multiple fronts. First, it affects...