As we celebrated International Women’s Day this week, I want to share this quote that inspires me thinking about women and finance: “Here’s to strong women. May know them. May we be them. May we raise them.” It is important to recognize and celebrate the women who have helped shape each of u...
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Thirty years after starting TCI in a spare bedroom in my home in Tucson, Arizona, I’m getting ready to retire. TCI was launched on an admittedly quirky notion that I could help people manage their money better, and over time it has grown from a kitchen-table enterprise to one of the largest and fa...
Creating an effective cash flow management strategy can be one of the most effective ways to get in front of the inevitable economic volatility that will occur on your path to financial freedom. Cash flow management is essentially making sure you have more money coming in than going out and helps yo...
This week I couldn’t stop thinking about this illustration (above) from Carl Richards. It deals with loss aversion, but I wasn’t necessarily thinking about it in a financial context. This is a busy sports weekend: Super Bowl on Sunday, the Winter Olympics are taking place and itR...
It takes an enormous amount of time, effort and resources to become a physician–and there’s often a big celebration to commemorate the occasion. Yet, when it’s time to stop being a physician and embrace the next chapter, retirement, there is a fair bit of dread. So much dread in fact that doct...
At TCI, we have six well-defined core values that shape our culture, influence how we hire and with whom we work. Together the six values align to create an incredible tool that allows us to fulfill our mission of empowering purpose-filled lives for our clients. One of those values, in par...
At TCI we are always talking about how to help clients accomplish their goals. We often refer to this as leading a purpose-filled life. If you had financial freedom, what would you want to do with it? Leave a legacy for your children, travel endlessly or support a nonprofit in a significant way...
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