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It all starts with the idea of retirement. In one of the first meetings I have with each new client we discuss this idea. What does retirement look like to you? If I were having this conversation 20 years ago…

Last week on the blog we talked about the recent data hacks and how to best protect yourself. This week I want to talk about the best strategy for protecting your personal information: Freezing your credit file. I previously gave…

I received an email last week titled “Equifax Data Breach Settlement - You may be eligible for cash, free credit monitoring, and more.” Sounds like classic spam, right? Actually in this case it is not spam. This is a legitimate…

The problem with a lot of financial advisors is that they only work with wealthy people. This usually means someone in their late 50s or early 60s and thinking about retirement. They have already saved up a large nest egg…

This year I decided to start training and competing in some triathlon races. You can read about my first one here. I did two races in the spring and just completed my third and final race for the season a…

When Hudson was about four years old we stumbled onto a National Geographic's TV show on lions in Africa. After watching for several minutes, we learned a lioness in the show was pregnant. The cub appeared in the pack a…

Have you ever received an unexpected phone call from a family member and heard them say, “Don’t worry, everything is okay, but I need to talk to you?” What’s the first thought that goes through your mind?  “Oh no! Something’s…

Some of our friends are leaving this week to drop their kids off at college for the first time. I can’t imagine! Such excitement, anxiousness, pride, and sadness all wrapped up there! I have no idea what that drive is…

Last week on the blog we talked about being a good steward of your resources. One way to do this is to invest in a socially responsible way. But what does this mean? And can you even do this practically?…

If you’re part of a church, you’ve probably heard the word stewardship a few times. You hear it often in churches as church leaders tend to use it when talking about money. They say things like, “We want to be…