Navigating Life’s Crucial Decisions as You Approach 60 As we approach 60, life seems to accelerate—our bodies change, and the number of...

In my book , I discuss three principles that nearly everyone I've known who has successfully built wealth( Key to Building Wealth )...

As you approach retirement, you'll likely have several key assets, such as your home, retirement accounts , pensions, savings, Social...

In my book, I outline three core investment principles that can help individuals make better financial decisions: have a plan , be...

I recently wrote a book on making better financial decisions and have been doing podcast interviews to promote it. One question I get...

Like many crises, the retirement crisis facing baby boomers today was predictable; for those who grew up in the 1970s, watching a train...

Planning for financial independence is a crucial step in securing your future, and one of the most powerful tools you likely have is your...

Hi Client, Congratulations on taking the next step toward managing your financial decisions effectively. Enrolling in PlanAssist® is a...

Navigating financial decisions can be challenging, especially when it comes to accumulating and managing wealth. A critical element that...

Hi Client As with most services we pay for, it's wise for us as clients to periodically confirm that our payments align with industry...

Financial decision-making often appears daunting, leading many into a pattern of inaction. This hesitation can arise from fear of poor...

Wealth management is a facet of life that intertwines with family, career, social engagements, and other commitments demanding our time...

Why should we seek advice or counsel? Essentially, it means soliciting input, which can help us avoid financial mistakes and provide a...

Diversification is not a new concept; its roots stretch back thousands of years, and it remains a vital component of financial...

Why have a plan? A plan helps you and your spouse avoid significant financial mistakes, by allowing you to budget and prioritize your...

Making Money ≠ Having Money. It's commonly understood that income and net worth are not always directly correlated. This connection can...

A frustrating point for many is that income and net worth do not always correlate. Making more money seems to align with spending more...

Make Better Financial Decisions - (9 of 9) Conclusion Making Money ≠ Having Money. Strive to ensure that by your 60s, you belong to the...

Make Better Financial Decisions - (3 Of 9) Balancing Act: Planning with a Strategy Understanding the distinction between strategy and...

The Core Satellite, or some version of it, is a common investment strategy, and in my opinion, it is a productive way to structure one's...