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Friday, May 15, 2026

Retirement isn’t just freedom—it’s an adjustment. Without structure and purpose, the “now what?” phase can feel empty. Planning beyond finances—how you’ll spend your time and find fulfillment—is key to a meaningful next chapter.

Friday, May 1, 2026

May 1 is a natural financial reset. Use what tax season revealed to make smarter, intentional decisions. Small changes now—like saving more or adjusting your plan—can create meaningful progress before next year.

Friday, April 17, 2026

Raising a child through age 18 now costs $303K on average ($16.8K/year) in 2026, up 2% from last year. College adds ~$152K. Costs vary by state, straining families’ budgets, with many going into debt to cover expenses.

Friday, April 3, 2026

Asset allocation spreads investments across stocks, bonds, and cash to balance risk and return. It helps reduce losses in volatile markets, supports discipline, and keeps investors focused on long-term goals.

Friday, March 20, 2026

Key Takeaways:Charlie Munger argued that enduring an occasional 50% drop is crucial for any investor seeking substantial long-term gains.Market leaders such as Berkshire Hathaway, Amazon, and Apple have all had major drawdowns but...

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Friday, March 6, 2026

Less than 50% of Americans are on track to maintain their lifestyle in retirement. It’s not about age—it’s about habits: saving consistently, using employer matches, and having a plan that matches how you want to live.

Friday, February 20, 2026

What I've learned (so far) in my role as a new Financial Advisor...

Friday, February 6, 2026

A Credit Karma survey of more than 1,000 Americans found that the top financial regrets for 2025 were not saving enough money (38%), making impulse purchases (28%), not saving for retirement (14%), and overspending (14%).

Friday, January 16, 2026

January often reveals the “financial hangover” from December. Holiday spending is emotional and human—not a failure. With reflection, not guilt, we can reset, gain clarity, and plan smarter for the year ahead.

Friday, January 2, 2026

Will buying that next thingy actually save you money? (Hint: No, it will actually cost you a LOT!)

Friday, December 19, 2025

The average millennial had about $67,300 saved for retirement, according to Fidelity Investments—a figure that looks modest next to Gen X's $192,300 or boomers' $249,300...

Friday, December 5, 2025

New year, new you. To start 2026 off on the right foot financially, you may have to put some legwork in right now.

Friday, November 21, 2025

This Thanksgiving, we’re reminded that gratitude and financial planning go hand in hand — reflecting on what we value today helps us make wiser decisions for a stronger financial future.

Friday, November 7, 2025

You know the saying “If you keep your expectations low in life, you will never be disappointed,” don’t you? Well, have you ever met a soul who lives with that level of self-protection and still experiences fulfillment, happiness, and...

Friday, October 17, 2025

👻🎃 This Halloween, don’t let financial “monsters” haunt you! From high-interest debt to impulse purchases and the lack of an emergency fund, these fears are common—but they can be conquered with the right plan.

Friday, October 3, 2025

October is more than pumpkins, and cooler weather—it’s also National Financial Planning Month. This annual reminder is the perfect opportunity to take a step back and make sure your financial goals and strategies are on track before 2026

Friday, September 19, 2025

September is Life Insurance Awareness Month—a perfect time to review your coverage and ensure it protects your family while supporting your overall financial plan.

Friday, September 5, 2025

The “Pumpkin Spice Latte Test” shows how small daily expenses add up over time. A few lattes today could mean thousands lost in future savings—balance treats with long-term goals.

Friday, August 15, 2025

More than a quarter of Americans say they spend more than they make, one of a number of metrics in recent surveys that show U.S. household finances are under growing strain.

Friday, July 18, 2025

July marks the halfway point of the year—making it a perfect time to check in on your finances. In this blog post, Scott Adams of Movement Wealth Partners shares six key reasons why July is a crucial month for your financial health.

Friday, July 4, 2025

One in 4 Millennials in the U.S. expect to live 30 years in retirement, whereas the median time spent in retirement by current workers is 20 years. How are YOU planning not to outlive your retirement income?

Friday, June 20, 2025

Millennials in the U.S. are expected to outpace other generations in building wealth, growing at nearly twice the rate of total U.S. wealth, thanks to better savings and investment selection.

Friday, June 6, 2025

New research from Northwestern Mutual released Monday shows that Americans think the "magic number" of money they need to retire is $1.26 million saved.

Friday, May 16, 2025

When the stock market goes down and the value of your portfolio decreases significantly, it’s tempting to ask yourself whether it's time to bail out of the stock market. That’s understandable, but most likely not the best decision.

Friday, May 2, 2025

Mental health is just as vital as physical health, impacting our daily lives, relationships, and overall happiness. This month provides an opportunity to reflect, support, and take action toward better mental health for ourselves and others

Friday, April 18, 2025

Retirement is a significant transition, and it can bring both challenges and opportunities for women.

Wednesday, April 16, 2025

May is National Military Appreciation Month, a time dedicated to recognizing and honoring the brave men and women who have served and continue to serve in the U.S. Armed Forces.

Friday, April 4, 2025

It’s been a busy few weeks as all the mixed economic signals have unsettled Wall Street—and market volatility is never comfortable for investors. Here’s a short recap, so grab some popcorn. We’re going to cover a lot of ground quickly!

Friday, March 21, 2025

Many investors are looking to build a portfolio that reflects their socially responsible values while giving them the potential for solid returns. That’s where SRI Investing, Impact Investing, and ESG Investing may play a role.

Friday, March 7, 2025

Warren Buffett has demonstrated that successful investing doesn't require complex strategies or sophisticated algorithms—but adherence to 5 core principles and unwavering discipline to follow them consistently--even during challenging times

Friday, February 21, 2025

As winter fades and spring approaches, it’s the perfect time to refresh not only your home but also your finances through Financial Spring Cleaning...

Friday, February 7, 2025

When you're in a relationship, managing money together can be a rewarding experience — but it can also present some challenges. A solid financial plan can help mitigate the differences between partners and provide a clear path forward.

Friday, January 17, 2025

Organizing your finances is an ongoing process. By following these 10 tips, you will create a solid foundation to help you save money, reduce stress, and build wealth over time.

Friday, January 3, 2025

Do you know that 2025 is the year that you want to control your finances, rather than let them control you? Here are a few goals you may want to consider: Financial Goal Ideas for 2025 1. Build or Strengthen Your Emergency FundAim to...

Friday, December 20, 2024

2024 is ending, and 2025 is right around the corner. Do you have all of your financial ducks in a row?

Friday, December 6, 2024

The holiday season is a magical time of year, and can tempt even the most budget-conscious of us to overspend. Read on to learn how to enjoy this time of year without breaking the bank.

Friday, November 15, 2024

While elections can create temporary uncertainty in the markets, they don’t change the fundamentals of sound investing.

Friday, November 1, 2024

Surviving the 2024 Election: A Financial Advisor’s Guide for Investors As the 2024 U.S. election draws closer, it’s normal to feel a sense of uncertainty. Election years often spark fears of market volatility, sweeping policy changes,...

Friday, October 18, 2024

Living below your means not only involves cutting expenses and eliminating debt but also saving and investing for your future.

Friday, October 4, 2024

October is Financial Planning Month. Only approximately 33% of Americans have a written financial plan. There are many reasons why all of us haven't created a plan, and none of them are good reasons! "Fail to plan and you plan to fail"!

Friday, September 20, 2024

Eliminating debt is a crucial step towards living below your means. Debt can be a significant financial burden, and managing it wisely is essential for long-term financial health.

Friday, September 6, 2024

An emergency fund is a crucial component of living below your means. It provides a financial safety net that can help you handle unexpected expenses without resorting to debt.

Friday, August 16, 2024

Living below your means doesn’t mean depriving yourself of all pleasures. It’s about making smart spending choices and finding ways to save money without compromising your quality of life.

Friday, August 2, 2024

Before you can start living below your means, you need to have a clear understanding of your financial situation. This involves assessing your income, expenses, debts, and savings.

Friday, July 19, 2024

In this first in a series of blog posts about Living Below Your Means, we explore why it is living below your means is the key to financial freedom.

Friday, July 5, 2024

Investing in the stock market can be a rewarding way to build wealth and achieve your financial goals, but for new investors, it can also seem overwhelming...

Friday, June 21, 2024

Navigating the world of personal finance can be daunting, especially when it comes to seeking professional help. Two common types of financial professionals are Financial Coaches and Financial Advisors...

Monday, June 10, 2024

A financial plan is more than just a roadmap for your money; it's a comprehensive strategy that helps you achieve your financial goals and secure your future. Let me show you how...

Friday, June 7, 2024

Money doesn't come with an instruction book, does it? 77% of Americans are anxious about their finances, and 58% feel like their personal finances are controlling their life. Read on for some action steps to limit the stress that you feel.

Friday, May 24, 2024

Advice for new graduates-As the exhilarating whirlwind of graduation subsides, and you stand poised on the cusp of your future, it's essential to recognize that along with the cap and gown comes a new chapter filled with financial decisions

Friday, May 3, 2024

After a strong first quarter for stocks, some April showers rained down as the S&P 500 fell about 4% last month. Hopefully those showers will bring some flowers in May, despite the widely cited stock market adage, “Sell in May and...

Thursday, November 16, 2023

Many consider the University of Michigan the gold standard for reporting on consumer sentiment and trends. Among its 50 monthly reports, the most well-known is the "UMich Consumer Sentiment" survey, which measures consumer confidence....

Thursday, October 19, 2023

You may have heard the idea that the Fed is trying to “thread a needle” with the economy by raising interest rates to slow growth but not cause a recession. Well, we’re at crunch time with that plan. We’re at...

Monday, September 25, 2023

Sometimes, a picture tells a thousand words, and this chart of the M1 money supply certainly does just that. M1 rose rapidly during the pandemic due to an effort to provide stimulus packages to those who suffered financial loss during...

Thursday, August 17, 2023

Wall Street is slowly starting to talk about an “expansion economy” and forgetting about any recession fears. July’s consumer inflation report was soft, so attention will soon shift to gross domestic product in the...

Friday, July 21, 2023

Sometimes, a picture is worth 1,000 words. So I decided to include an image of the June Consumer Price Index (CPI) report to help put inflation in better perspective:Core CPI, which excludes volatile food and energy prices, rose just 0...

Thursday, June 15, 2023

Jerome Powell skipped an interest rate hike at the Fed’s June meeting, but the market isn’t buying what the Fed Chair is selling about what’s next with short-term rates.Powell signaled that two more rate increases may...

Thursday, May 18, 2023

Would it surprise you to hear that investors have moved past worrying about inflation? They have, at least for now.Wall Street has shifted its attention to Washington’s budget negotiations and how the debt ceiling will be...

Monday, April 24, 2023

Over the next several weeks, we will hear from corporate leaders as they update investors on their first-quarter financials and provide a glimpse into the rest of the year.But this quarter, the actual financial results may be of only...

Friday, March 17, 2023

When events like Silicon Valley Bank (SVB) and Signature Bank happen, it's natural to wonder how a bank safeguards your funds. Fortunately, the Federal Deposit Insurance Corporation (FDIC) insurance was designed for this very reason:...

Friday, February 17, 2023

Would it surprise you that the U.K. stock market is hitting new all-time highs and several other European markets are either at new highs or approaching new all-time highs?It seems like only a few months ago, European economies...

Thursday, January 19, 2023

The December inflation report had some encouraging news. It showed that consumer prices trended lower for the month, but more importantly, it confirmed that overall prices have been trending lower for the past six months.Now the ball...

Thursday, December 22, 2022

What does the bond market know that the Fed isn’t telling us?Fed officials recently have said that short-term rates will need to climb to over 5 percent to bring inflation under control. But in the table below, you can see that...

Thursday, November 17, 2022

October's Consumer Price Index (CPI) had some encouraging news for investors, but others asked, "Is this a game changer or another head fake?"While it's a bit early to know the answer, it was great to see that inflation rose at a...

Monday, October 24, 2022

I’ve always been a little cautious when people say, “it’s different this time.” But the table below suggests the Fed is approaching 2022’s inflation differently than other financial events in recent...

Friday, September 16, 2022

Believe me, everyone on Wall Street wants inflation to go away, or at least shrink back to below 2%, a level we enjoyed not so long ago.But Tuesday's Consumer Price Index report showed it might be some time before we see 2% again....

Friday, August 19, 2022

Have you heard? The Inflation Reduction Act was signed into law on Tuesday, August 16. While the $430 billion package includes many provisions, I thought I’d highlight three key areas where you may benefit the most.Tax credits...

Friday, July 22, 2022

There’s nothing quite like the pleasure of a good book. And with temperatures rising nearly everywhere, now is a great time to grab a frosty beverage, settle into your comfiest chair, and lose yourself in a good story.Here's what...