17 Mar Risk is Personal, Things to Keep in Mind
Investing & Risk: Your Journey, Your Rules đźš—đź’¨ The other week, I shared a story about driving to Key West while Hurricane Milton loomed up north. Some people might have canceled...
Financial Clarity
25 Feb Prosperity Planning Tip #3
“I can’t afford it” isn’t always true. More often, it means, “I don’t see the value in it.” The way we talk about money matters. What stories are you telling yourself? If something...
27 Jan Flip Your Money Mindset: 4 Simple Shifts to Prosper in 2025
Your relationship with money is more than the numbers—it’s shaped by what you believe, how you feel, and the story you tell yourself about money. Think about it: Do you see...
21 Jan Prosperity Planning: Purposeful Spending
Prosperity Planning 2025: Tip #1 Purposeful Spending Every dollar you spend has the power to shape your life. But let’s face it—it’s easy for spending to drift away from what really...
15 Jan Living Prosperously in 2025
The first few weeks of a New Year are always a good time to reflect on ways to nurture your financial, physical, and emotional well-being. True prosperity isn’t just about dollars...
17 Sep One Size Fits All?
I have a favorite store where I often find linen clothing from Europe. The dresses are usually one-size-fits-all, and they're often quite voluminous. I used to have another favorite t-shirt...
08 Sep Saving, Spending and Receiving
“We fling our paychecks at pastel cookware and strawberries from farmers’ markets.” For some reason, I just loved this line from an article I read recently. It created a vivid visual...
25 Aug When Cash isn’t King or Queen
One of the saddest things I encountered early in my finance career was a gentleman nearing retirement age whose 401k had been sitting in cash his entire career. This was...
11 Jun Liquidity
Many people are unsure about the right questions to ask to ensure a financial solution is a good fit for them. One important aspect often overlooked in financial conversations is...
19 Mar Active or Inactive?
Is your asset active or inactive? An active asset generates revenue, such as my client's Airbnb property. Conversely, an inactive asset does not generate income and may even incur expenses, like...