When it comes to making decisions about our finances, it's not just about the numbers. In Taming the Financial Chaos we're looking at why we make the decisions we do and how those decisions affect the outcome.
When it Comes to Social Security are You a Sloth, Early Bird, or Worker Bee?
What we really want is more than just to avoid going broke, right? Do we not want experiences, and are the experiences that we want not unique and specific to each of us?
Do we want to merely finish the race or do we want to win?
Robo-Advisors: Who's REALLY Pulling the Strings?
The reality is that we probably interact with AI more than we know. What we are not doing, however, is completely turning over our finances or our healthcare to it
The Lighthouse Effect: Understanding the Value of Financial Planning
Just like the fact that ships once crashed ashore on a sufficient basis to merit lighthouses, we know, as a general rule, that there are people who experience financial hardships that are directly attributable to their financial decision-making.
Everyone Has a Risk Number. Let's Find Yours.
Determining how fast you’re comfortable traveling on your investment journey is the first step in helping your financial professional develop an investment strategy that’s right for you.