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”

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
Retirement and Money Thumbnail

Retirement and Money

Retirement represents a drastic shift in how we live. Instead of regular paychecks providing for expenses, a person (and family) must instead rely on accumulated assets, Social Security, pensions, and related sources of income to sustain one’s lifetime for an unknown duration.

Read More
Schedule a Call