September is a month of transitions, this year even more so. Think back to the beginning of 2020.
Newsletter
Tune Out The Noise
2020 continues to bring the unexpected, particularly with the markets. The longest economic expansion quickly followed by the shortest downturn, and now, the fastest return to almost record market highs.
Take A Vacation, Seriously
The COVID-19 pandemic has achieved what wellness experts have been recommending for years—it has slowed life down. Although we are dealing with a challenging situation, slowing down has allowed an unexpected upside: the development of positive habits that can help...
The Evolution Of Goals
Financial goals naturally evolve depending on our current situation. Take a moment to self-reflect on where you are today and where you want to go.
Be Proactive, Not Reactive
You may be getting overwhelmed by all the covid-19 news. It’s everywhere, and rightly so, the extraordinary pandemic has affected almost every aspect of our lives…
A Critical Year For A Check-Up
It’s been said many times, but 2020 so far has truly been an unprecedented year.
Becoming Financially Independent
Because this July 4th is quite different from years before, it may be a good time to reflect on how the idea of independence has changed in light of the pandemic.
Invest In Less Stress
The coronavirus pandemic has given us a lot of reasons to be stressed these days.
What Would Dad Say?
Father’s Day is on Sunday, and as I started thinking about dads and the roles they play in our lives, I’m struck by how often I still hear my friends and clients say “let me check with my dad” whenever they need to make a decision.
Your Money In Tumultuous Times
We’re halfway through 2020, and it has definitely been a tumultuous year. Covid-19, working from home, and now, worldwide anti-racism protests…