Investors waste tons of time searching for “the best” stocks, mutual funds, money managers, etc. These efforts are usually counterproductive and ignore the core findings of financial market science. This doesn’t make financial sense. There…
Investors don’t like uncertainty. Because of that, investment/insurance providers are happy to sell you annuities and other insurance-based products that promise to make uncertainty go away. The problem is crafting certainty out of uncertainty comes…
Have you ever thought about how much poor financial decisions are costing you? Financial mistakes are, of course, a part of life. What really hurts, however, is that we tend to make the same mistakes…
The starting point for our three-step planning process, The Intentional Life Path™, is simply to listen; to find out where you want to go. We want to hear your experiences around money (good and bad),…
We all are very familiar with the ubiquitous childhood query: “Are we there yet?” As parents, we explain to our children that the journey to our desired destination requires patience. We somehow forget this when…
What’s standing in the way between you and a secure retirement? How can you enjoy life today while planning for the future? Here’s the top eight obstacles we have garnered from working with hundreds of…
Every individual wants to live life on their own terms. Sounds simple enough, but accomplishing this can be a “heavy lift,” particularly without guidance. For most, living life on your terms means maintaining lifestyle, enjoying…
The 2015 movie The Big Short, a comedic drama about the lead up to the 2007 mortgage crisis, opens with a epigraph attributed to Mark Twain: “It ain’t what you know that gets you in…
We live in a world where cheap and easy “solutions” to almost everything abound. We go to the doctor and want a pill, rather than a program to improve our health. As an example, the…
Some people resist advice, guidance, or coaching and instead opt to make financial decisions on their own. This type of rugged individualism separates Americans from most others. The financial services and insurance firms that litter…
