Journal
Notes from our planning practice.
Short, practical writing on the financial decisions retirees and pre-retirees face.
How Compound Interest Works: Building Wealth Over Time
Why understanding compound interest can change your financial future.
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The Importance of Setting Financial Goals and How to Get Started
Why setting financial goals can transform your future.
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What a CFP® Professional Does and Why It Matters
The unique value CFP® professionals bring to financial planning.
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Understanding the Basics of Financial Planning
A step-by-step guide to why financial planning matters.
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How to Build an Emergency Fund (And Why It's Essential)
Why emergency funds matter — and how to build one that actually works.
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Budgeting 101: How to Take Control of Your Monthly Finances
Why learning to budget is life-changing.
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Credit Scores Explained: How to Build and Improve Yours
Why credit scores matter and how to move yours in the right direction.
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Active vs. Passive Investing: What's the Difference?
Why understanding active vs. passive investing matters.
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The Basics of Stock, Bond, ETF, Mutual Fund, and Private Markets Investing
Why understanding investment basics matters.
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Tax-Efficient Investment Strategies for Long-Term Growth
Reduce your tax burden and let more of your money compound over time.
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Why I Recommend 1Password to Help My Clients Safeguard Their Privacy
Simplify security, keep your personal and business passwords organized.
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What Is Dollar-Cost Averaging, and How Does It Work?
A disciplined approach to investing that helps you manage market volatility.
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