Get Started
Client Login

Category: My Money & Me

A smiling man and woman sit at a table with a laptop and notebook, looking at each other. The man holds eyeglasses, and there is a wooden shelf in the background.
  • Financial Planning, My Money & Me
5 min read

Decluttering Your Bottom Line: Financial Spring Cleaning

It’s an annual ritual in many American households: as the weather gradually begins to warm and the trees begin to bud, we open all the closets and dresser drawers, pulling out clothes and other items and sorting them into three piles—“keep,” “throw,” and “sell or give away.” It makes sense. Spring cleaning is one way that we make a periodic assessment, not just of our wardrobes, but also in our lives. It helps us get rid of what we don’t need so we can focus on what is most important. For many, it’s an emotional decluttering as much as a material one.
A hand arranges wooden letter blocks to spell "NEW JOB" on a wooden surface, surrounded by pencils, paper clips, and a binder clip.
  • Current & Economic Events, Investing, My Money & Me
4 min read

How Corporate Earnings Can Guide Long-Term Investors

While major stock market indices have rallied this year, investors continue to receive mixed signals from the economy, and that has made a lot of people nervous.
Three people are sitting at a table in an office, engaged in a discussion with a laptop, plants, and papers on the table.
  • Current & Economic Events, My Money & Me, Retirement Planning
4 min read

Big Changes for Retirement Accounts in Congress’s New Spending Bill

In December 2022, Congress passed a new spending bill which also contains many changes to retirement accounts. The changes are extensive, but here is a summary of specific changes that are most likely to impact you.
A pink piggy bank with a sad expression on a blue background.
  • Current & Economic Events, My Money & Me
4 min read

The Next Recession and You: Dealing with a “Pouting” Economy

It happens to all of us: waking up in a sour mood. The causes can be many. Maybe you went to sleep the night before, brooding about a problem at work. Maybe your family has gotten on your last nerve. Maybe you realized, as you staggered into the kitchen, that you forgot to get coffee at the store yesterday. For whatever reason, your day has gotten off on the wrong foot. Similarly, for much of the past year and continuing to the present, investors and other market-watchers are worried that the US economy is in a lousy mood. Once again, the causes are manifold: stubbornly high inflation and a resultingly hawkish Fed; rising interest rates (see also: “hawkish Fed”); increasing labor costs and a tight job market… the list could go on.
A man is sitting at a desk using a laptop with a child on his lap. There is a notebook and a coffee mug on the desk. The background shows shelves with various items.
  • My Money & Me
4 min read

Your Money or Your Life — Or Both

By now, most of us have at least heard of Simon Sinek and his maxim— which is also the title of his bestselling book—“Start with Why.” The main idea that Sinek has captured so effectively is that companies and people can achieve great success by truly understanding the purpose behind what they do, and then ordering all their efforts from that starting point. As Sinek puts it, “People don’t buy what you do; they buy why you do it.”
A white model car and a white model house are placed next to a burlap sack with a dollar symbol on it, set against a blurred background.
  • My Money & Me, Young Investors
8 min read

Viability of a Liability: Using Debt the Right Way

Depending on the “money culture” of the home you grew up in, it’s likely that you’ve encountered one of two attitudes toward debt: either you view it as a “slush fund” to be tapped when there’s something you want that you don’t have enough cash to buy; or you think of debt as an evil that must be avoided at all costs.
A person stands in the distance on a large, white chessboard, with stacks of coins increasing in height along one side.
  • My Money & Me, Young Investors
5 min read

The Unmatched Power of Compound Interest

As financial advisors, we often talk about different tools investors can use to earn money, save money, and even protect their money. Some of these tools include access to alternative investment options, some are tax saving strategies, others are legacy protection techniques. But of all the tools we talk about, and of all the benefits different tools can offer, there is one that trumps them all.
A set of Russian nesting dolls, also known as Matryoshka dolls, arranged with some open to show smaller dolls inside, featuring traditional painted floral designs.
  • My Money & Me
7 min read

Looking for success? Look inside the box inside the box.

Simple is good, right? If you want to get something, the direct approach is best. Yes, simple is good, but simplistic is not. Many times the straightforward approach gets you exactly the opposite of what you actually want. The world we live in is complex, largely unknown (to each individual in it), and full of feedback loops and consequences....
A hand is marking a checkbox with a red check next to "No" among three options: "Yes," "No," and "Maybe," written in black letters.
  • My Money & Me
5 min read

The Positive Power of ‘No’

“No” has gotten a bad rap. When we hear ‘no’ we tend to associate it with bad things, negative outcomes, not being able to do or get something. But ‘no’ has another side – a creative, positive, enabling side – and one we shouldn’t lose sight of. The fact is that, as much as people may dislike it, the world is full of choices and limits. And without a willingness to say ‘no’ to some things we can never truly say ‘yes’ to other things....
Two women are shaking hands across a table in an office setting, while a man sits and observes, smiling. Green pendant lights and glass windows are visible in the background.
  • Investing, My Money & Me
4 min read

What To Do With Your RSUs

With the competition for quality employees growing, many companies have turned to equity compensation as a way to attract and retain talent. Currently, the most common form of equity compensation is restricted stock units (RSUs). And while RSUs may seem straightforward, they are also frequently misunderstood, especially by employees who have previously dealt with options and who therefore may not completely grasp how the two vehicles differ.
Pattern of colorful smiley faces with various expressions, on a white background. Some smileys have the word "HAPPY !!!" written near them.
  • Financial Planning, My Money & Me, Saving & Budgeting
8 min read

Make 2022 Your Happy Money Year

The past two years have subjected us all to unprecedented levels of stress and strain, both financial and otherwise. Over half of the respondents to a recent online survey of nearly 3,000 adults by NextAdvisor felt somewhat-to-very anxious about their finances. Curiously, these responses were given in spite of recent strong stock market performance and in the midst of one of the most robust hiring environments of the past decade.
A weathered wooden sign with the word "Retired" hangs at an angle on a rustic green door with peeling paint.
  • My Money & Me, Retirement Planning, Saving & Budgeting
4 min read

Do You Want to Own Your Future? Here’s How.
Subscribe

Stay informed

Subscribe to receive timely financial insights and invitations to our exclusive events

"*" indicates required fields

This field is for validation purposes and should be left unchanged.
Name
Sign up: