April is Financial Literacy Month, and it’s a good reminder that financial success doesn’t require being an expert. Here’s what we see all the time in one-on-one coaching sessions: people know what they should be doing with their money, but...
March Madness is here, and with it comes the excitement of watching underdogs make improbable runs and upsets that no one saw coming. It’s fun to fill out a bracket, root for a Cinderella story, and watch the chaos unfold. But when it comes to investing, that...
More people than ever before are going to AI tools like ChatGPT, Gemini, and Claude for advice on everything, including financial advice. But is the advice good? Is it in your best interest? Is it sound? The short answer is that it depends. The Accuracy Problem Some...
Compound interest is like planting a tree that grows fruit. Each year, the tree not only gets taller but also produces more fruit. You can then plant the seeds from the fruit to grow even more trees, which will also produce fruit. Over time, you end up with a whole...
Estate planning tends to be one of those topics people assume they can deal with “someday.” Maybe when they retire, buy a home, or feel like they’ve reached a certain level of wealth. But the truth is far simpler: this is a basic, foundational piece of your financial...
