Open enrollment, annual giving, and tax withholding requires ongoing planning.
Family
Back to Blog
Not Every Shadow Is a Shark: 5 Lessons from Swimming the Catalina Channel
About three hours into my swim, I noticed something below me. A dark shape in the water, moving when I moved, following me. A full moon was shining brightly down on me, and I could see the stars glittering in the night sky as I breathed left and right. I’m six miles...
7 Questions to Ask When Looking For a Financial Planner
Money Is Personal, So Is Financial Planning Money is personal which means there is no universal way to spend, save, and invest. Our opinions today are directly influenced by how we grew up watching and listening to our parents manage money, debt, and other financial...
A Parent’s Survival Guide to College Applications
User guide to navigating the college application process
What I Learned from Swimming the Length of Lake Tahoe
My Lake Tahoe Length Swim Report
How To Buy Stuff And Feel Great About It
Feeling good spending your money
5 Things I Learned at Swim Camp
Recently I traveled to La Jolla to take part in my first swim camp. What’s swim camp? It’s a chance to connect with a group of other like-minded swimmers who are interested in growing their swimming experience in open water. No pool time here. All swimming takes place...
How To Reduce Unforced Errors
Making better decisions and avoiding mistakes
When is Enough Enough?
Have you ever stopped and quantified what enough means to you? Enough time, money, fitness, friends, relationships, business, how much is it? This can seem like a daunting task, where to begin? Our brains are designed and automatically tuned into the “more” frequency...
Swimming Into Canada Searching for a Lake Monster
My Search for Memphre Swim Report
Swimming the SCAR – 40 Miles in 4 Days Across the Arizona Desert
Read my S.C.A.R. swim report
What I’m Doing with My Family’s Financial Plan
Staying cool and not reacting to market changes