PROFESSIONAL FINANCIAL ADVICE IN BLOG FORM

Thanks to the SECURE 2.0 Act, the rules are evolving in two big waves — first in 2025, and then again in 2026. The 2025 changes bring a new opportunity for certain savers, while the 2026 changes will reshape how many higher-income workers contribute. Let’s break it down.

Part 2 of How to Teach Your Kids About Money - So your child has now earned some money… now what? For my own children, I like to keep things simple. Here's what we do...

With different words, people are expressing that they are bewildered… on paper, they have a lot of money coming in, yet they don’t feel like they are experiencing the lifestyle or creation of wealth that goes along with that income. Let’s break it down: why we feel financially strained despite high income, what we can do about it, some practical tips, and finally my caution and challenge for you.

Use these basic principles to calculate your retirement number, find out if you're on track with saving, learn what to watch out for in your planning, and take your next steps to develop a clearer vision for your financial future and the timeline to get there.

Both thrilling and daunting, a windfall is an opportunity to reshape your financial future. Here's an ordered look at the best way to handle your windfall.

Many people forget to do something with their old 401k and end up doing nothing. Let's look at the options to help you make better choices.

Hello again! I am back this week to go into a little more detail on why I usually recommend a Roth vs Traditional IRA for most people.

Looking to increase your “financial fitness”? Check out this article in the latest issue of Mount Pleasant Magazine where Katherine Waters s

If you’re a money nerd like me, this is where all the fun is. Your foundation is laid and the basics are behind you, so now you get to dream

This week we're moving on to Phase 2, Debt, Retirement, & College. Even if you're still working through the first phase, keep reading... thi

Financial Plan | What you Should Do Step by Step | This 3-part series takes you from the basics to the advanced.

2020 is here and we have some exciting news to share! First, you likely remember that last year we announced that we'd have a savings compet

Am I saving enough? Here's the rule of thumb you can use to know if you're saving enough for retirement and other non-budgeted items.

Case studies have shown that investments in health are key to boosting wealth. Healthy people live longer, more productive lives. Another...

54% of people polled said that they would not be able to pay their bills if they missed just 2 paychecks! Here's what you can do to start building your emergency fund right away.

This blog post discusses markets and mortgages and how to best prioritize the two in different market conditions.

I recently met with a husband and wife who are clients and are very disciplined at saving. I wanted to know if they had any advice that might be helpful to my other clients. So I asked, "How can I make doing the right thing financially more fun?" Without hesitation, the wife responded, "You can't. Saving isn't ever fun. Spending is what's fun." (As her husband cringed.) Touchè.

The real secret to creating wealth... does saving or investing matter more? Let's look at some real numbers and see.

Today I am talking about people who are making decisions right now that are going to cause them to be poor in the future...

Here's my alternative to budgeting because budgeting just doesn't work for most people. Stop nit-picking and start doing something that actually produces the outcome you want.