Are you a government or corporate employee who’s concerned about layoffs? If so, you’re not alone. As of March 2025, the United States has experienced significant layoffs across both federal and private sectors. In February alone, layoffs surged to 172,017, the highest monthly total since the onset of the COVID-19 pandemic. Whether you are a […]
Category Archives: Financial Planning
06
Mar
Mar
The first couple of months of 2025 have seen some volatility in the stock market and frequent headlines related to tariffs, inflation, policy changes, and geopolitical issues around the globe. “Should I be worried?” is a question on the minds of many investors this week. While market volatility and media headlines may tempt investors to […]
13
Aug
Aug
Getting your insurance organized can help give you financial peace of mind, avoid surprises, and fill potential gaps in your financial plan. Here are some common mistakes we see in insurance planning. Waiting too long to buy coverage Premiums for life insurance and long-term care only increase in price as you get older. Lock in […]
Financial Planning, Money Marathon
Three Potential Opportunities Investors and Marathon Runners Could Miss When Using a ‘Set-It-and-Forget-It’ Strategy
18
Jul
Jul
Do you worry about missing opportunities to protect and maximize your 401(k)? If so, you’re not alone. You’re like many of the successful clients we serve who just don’t have the time, the energy, the tools, or the expertise to customize, monitor, and execute their 401(k) strategy. If you’d rather watch the video version of […]
17
May
May
In today’s blog post, we will dive into five critical wealth management questions to ask during an employment change. Sometimes, employment changes can feel overwhelming when you have to deal with benefits, taxes, and income adjustments. I hope today’s post will give you some clarity and confidence as you make financial decisions when making employment […]
18
Apr
Apr
Today’s topic hurts a little bit. It’s about one of my habits that is more costly than I would like to admit. And if I’m brutally honest with you and with myself, I have a drinking problem — specifically a sparkling water problem. My consumption has doubled over the last several years, partly because of […]
Financial Planning, Money Marathon
Money Marathon Risk #2: Letting Financial Worry Hold You Back from Running Your Best Race and Living Your Best Life
10
Apr
Apr
We are in a series exploring seven potential risks of running a money marathon alone without any support. We will also discuss some strategies that could help mitigate those risks so that you can feel more confident and secure in your future and free to enjoy the wealth you have created. To watch the video […]
15
Mar
Mar
Welcome back to our Money Marathon series, where we’re having some fun using running analogies and stories to explore how you could potentially get more mileage out of your hard-earned money. Today, I’m sharing the first of seven risks of running your wealth marathon alone without any support. Each video will walk you through one […]
07
Mar
Mar
You probably know what a marathon is. It’s a 26.2-mile foot race, and there are 26.2 checkpoints that runners cross before hitting that grueling finish line. A money marathon is very similar to a marathon; it’s a long event. In fact, it goes over the course of your entire life. And the goal of your […]
27
Dec
Dec
The Federal Reserve made significant progress in bringing down inflation while maintaining growth in the U.S. economy in 2023. However, while inflation has trended lower recently, interest rates have been historically high and inflation remains well above the Fed’s 2% long-term target. In light of the current financial environment, the IRS has made some changes […]