Providing your family and loved ones a path to financial success requires looking at variables other than your 401(k) or IRA accounts. It forces you to look at the other pieces making up your financial plan, notably insurance. Insurance coverage comes in many forms: car, house, life, disability, hea...
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Recently I adopted a puppy. Her name is Georgie, named after Georgie White, the first commercial female river rafter in Grand Canyon. She is the cutest, most perfect pup that I’ve been daydreaming about getting since I was in college. She’s smart, she’s sweet, she bites more than I would ...
Preparing to move is generally not a pleasant task. We tend to accumulate a lot of stuff and, unfortunately, we don’t recognize it until we start packing it in boxes. However, after we move and settle in, the excitement begins to build with all the new opportunities that are available in a new pla...
As a diehard tennis fan, I jump to discuss tennis whenever I can. There are many life lessons to learn from the game. When tennis and financial planning come together, the nerd in me really comes out! Recently, one of tennis’ biggest stars caused a stir during one of the sport’s largest tourname...
The 4th of July always provides me a time to reflect on our country’s history and those who came before us. Getting together with family and friends last weekend felt great considering where we were a year ago. This week I want to stick with the theme of reflection. From time to time, one of [&hel...
Something I always look forward to is the Fourth of July holiday weekend. Half-way through the year and at the height of summer, it feels like we have reached a milestone and now must take some time to slow down, reflect, and relax. I look forward to spending time with family, I enjoy the heat, [&he...
Part of the reason we started this blog was to provide some clarity in an increasingly noisy financial world. Most mainstream financial outlets do a good job detailing different investments and rightfully point out the problems in bad products. Unfortunately, they’ll frequently end with ...
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