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...
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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...
Lately, there have been several reports of the staggering number of travelers due to the pent up demand from COVID quarantine. These reports reminded me that now might be a good time to reemphasize the importance of understanding your health insurance coverage when planning to travel, especially if ...
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 ...
We’re not the biggest gift giving household on the block, but my wife keeps asking me what I want for Father’s Day and I haven’t been able to give her a concrete answer. It could be because I’ve been focusing on a bigger idea lately, mindfulness. Like most things these days, my kids are the ...
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