A Better Approach To Retirement Planning

by | Aug 26, 2025 | Retirement

We all carry unique opinions about what we’d like our retirement to look and feel like. The challenge for all investors is to align our actions today with what we want our future to be. So, where do we get started? Choices are great, though too many can be harmful....

How To Minimize Fear With Investing

by | Aug 5, 2025 | Financial Planning

It’s natural to have feelings of fear around making investment decisions. Where should you put your money? How much and how long will contributions continue? When will you exit, what are the limitations and taxes? What about liquidity? What are the costs and are they...

F1 Racing and Financial Planning

by | Jul 18, 2025 | Financial Planning

I saw the new F1 movie, an incredible film that I highly recommend! This got me thinking about the similarities between F1 racing and financial planning. Before a team puts a $150 million dollar race car on the track they hold a pre-race meeting. Drivers, race...

Does Writing Down Your Goals Matter?

by | Jun 30, 2025 | Financial Planning

Recently I realized it’s been years since I last updated my personal and business goals. At some point I just stopped writing down what I wanted to do. My last set of quarterly goals were recorded in November 2021; that’s three and half years ago, yikes! Have I been...