facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Insights to Simplify & Inform Your Financial Life

Sign Up to Receive the Latest Posts


Become a Wiser Investor With “20 Thoughts on a Better Way to Invest”

Organizing Your Legacy: A Practical Guide to End-of-Life Planning Thumbnail

Organizing Your Legacy: A Practical Guide to End-of-Life Planning

As uncomfortable as it may be, planning for the end of life is a responsible and considerate act that can bring peace of mind to both individuals and their loved ones. Getting your affairs in order ensures that your wishes are respected, and the transition is as smooth as possible for those you leave behind. In this guide, we will explore 12 essential steps to take in order to prepare for the inevitable.

Read More
Empathy in Aging: 8 Lessons on Elder Care from 'Being Mortal' Thumbnail

Empathy in Aging: 8 Lessons on Elder Care from 'Being Mortal'

Embarking on the journey of supporting aging parents is a profound yet often uncharted territory for many. As Atul Gawande poignantly states in "Being Mortal", mortality is a subject rarely addressed formally, yet one that becomes increasingly unavoidable as our loved ones age. This guide draws inspiration from Gawande's insights and offers a list of considerations for children navigating the complexities of caring for aging parents.

Read More
Embracing Simplicity: A Holiday Invitation to Play, Breathe, Give, and Receive Thumbnail

Embracing Simplicity: A Holiday Invitation to Play, Breathe, Give, and Receive

In the relentless pursuit of productivity and the eternal quest for purpose, we often find ourselves caught in the whirlwind of work and constant doing. Even during the holidays, a time that should be filled with joy and relaxation, we tend to succumb to the pressure of busyness. In a world that values achievement and success, the search for our "why" becomes a persistent undertone in the rhythm of our lives, echoing the wisdom of thought leaders like Simon Sinek who assert that purpose is the key to a life of meaning.

Read More
The Importance of End-of-Life Planning Thumbnail

The Importance of End-of-Life Planning

End-of-life planning is a crucial aspect of ensuring your final wishes are honored and easing the burden on your loved ones during an emotionally challenging time. By taking proactive steps and communicating openly, you can bring peace of mind and create a meaningful legacy.

Read More
Schedule a Call