What is Values-Based Financial Planning?   Traditionally, financial planning has been centered around maximizing the zeros in a person’s net worth. But what good is having a lot of money if we aren’t happy?   This is why values-based financial planning is such an important evolution. And it’s gaining a lot of support […]

Second only to time, money is the next most important tool we have to improve our wellbeing and, ultimately, the quality of our lives. (Obviously things like exercise and nutrition are essential, and time and money allow us to exercise more and eat better).   It’s important not to waste such a valuable tool, so

  Historical stock market returns during election years   Many people think that election years can have a big impact on the stock market. And it’s not an irrational thought. Election years tend to be volatile years for our society, particularly from an emotional standpoint.   There’s uncertainty around who our next president will be.

    The US labor shortage that isn’t going away   I believe the most pressing economic issue our country faces today is the anticipated labor shortage. In other words – by and large – US businesses cannot find people to fill the jobs that are available.   And in this week’s post, I’m going

    “How the hell were you able to walk away from the money and job security?”   I was asked this question recently and it’s something I’ve been reflecting on since then. I thought I would share my answer with you today.   Because the crazy thing is…I feel much more secure today than

Small businesses are the bedrock of the American economy   In the United States, we’re free to do whatever work we want to do. You can work for an employer or you can work for yourself.   And in a country of more than 336 million people, there are a lot of brilliant entrepreneurial folks