Here's 5 Financial Myths that could be costing you money: 1. Renting is throwing money away 2. You need to be rich to invest 3. Credit cards are always bad 4. You don't need life insurance if you're young 5. A savings account is enough Don't let bad info shape your future.

Just graduated and suddenly expected to be a tax expert, budget wizard, and investment guru overnight? Adulting comes with financial headaches no one warned you about. Here's your starter pack: - Build an emergency fund (3-6 months expenses) - Know your student loan plan inside

I often have to remind clients that retirement isn't the finish. It' really the start of what can be a 30+ year marathon. And there are a lot of unknowns during that time like stock market performance, inflation, healthcare expenses, etc. I help my clients develop a plan to

Most Americans put off retirement planning until it’s almost too late. Over 80% of workers over 45 regret not starting sooner, and procrastination is the #1 wealth thief for future retirees. Even small steps today can make a huge difference for your future self. What’s one

Although I do like to encourage clients to give financial gifts to their children while they're alive so they can see them enjoy it, there can be times where it might make sense to have certain assets transfer after death. When parents pass property or investments with large

There are common habits among a lot of clients that I see have a significant amount of money in retirement savings. The most common one is that they save first and spend what is left over. This works even better if the saving first is automated.

I built a Morning Brew-style daily newsletter that writes itself with AI (now at 10,000 daily readers) (and I’m nuts for open-sourcing it) The AI system behind The Recap AI clones how a human writer would function, but each step is packaged into an agentic workstream. The full

5 Reasons a Brokerage Account Can Be Powerful: - No Contribution Caps – Invest as much as you want, unlike IRAs or 401(k)s. - Access Anytime – Withdraw funds when needed, without age-based penalties. - Capital Gains Advantage – Growth is taxed as capital gains (often lower

Most people spend their time worrying about the wrong parts of their finances. They stress over small decisions while ignoring the few choices that actually determine long term outcomes. Here is what really moves the needle.