Summer is almost here! While it's tempting to splurge on vacations and activities, don't let the longer days and warm weather derail your financial goals. One cost-effective way to enjoy the season is gardening — it's a rewarding hobby that has proven health benefits....
Newsletter
Oh, The Places You’ll Go
Graduation season is here, symbolizing fresh starts and looking toward the future. What does the future hold for the Class of 2024? Do you envision a cure for cancer or world peace? Regardless of your outlook, remember Nobel Prize winner Daniel Kahneman’s words: “If...
Keeping Calm and Carrying On
With wars, trade tensions, commodity-price increases, technological developments, and environmental worries causing uncertainty and volatility in the financial markets, it cannot be said enough how crucial it is to maintain your financial plan in order to protect and...
Planning for retirement as a super-ager
American life expectancy grew slightly in the last year, up to 79.25 years. As a result, planning to live a longer, healthier life is top of mind for many of us.Studies show that embracing a healthy lifestyle can significantly impact the quality of our retirement...
The New American Dream: No kids?
In the 1960s, the question "It’s 10 p.m. Do you know where the children are?" was a common PSA on the evening news. Fast forward to 2024, and the question has shifted to "Where are all the moms?"Last week, Fortune shined a spotlight on a coming seismic shift in...
In this economy? Here are the new rules.
Expectations about the financial landscape are shifting beneath our feet. With talk of higher-for-longer interest rates and now possibly stagflation, it's clear that the old playbook might not cut it anymore – especially when the dinner check arrives.But here's the...
Eight ways to measure wealth – only one is money
Did you know that the true measure of wealth extends far beyond your bank account balance? In fact, there are eight distinct ways to evaluate wealth. And beyond the familiar metric of money, factors like growth, wellness, family, craft, community, adventure, and...
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,...