Retirement Security: It’s in Our Hands Now

Retirement Security: It’s in Our Hands Now

In a white paper published on 10/18/17, the United States Government Accountability Office (U.S. GAO) calls for a comprehensive re-evaluation of our nation’s retirement system. Retirement security is something Americans are universally concerned about. Even my clients...
MINDFUL MONEY PRACTICE: Start Building an Emergency Fund

MINDFUL MONEY PRACTICE: Start Building an Emergency Fund

Why not take a few minutes today to calculate a target cash balance for your emergency fund, so that you can start saving for the unexpected now? This is one of the easiest practice I recommend in my book, Mindful Money, because there are just two data points you will...
Saving is as Easy as Riding a Bike!

Saving is as Easy as Riding a Bike!

If you would like to save more money – for retirement, college tuition, healthcare costs, or some other financial priority – hop on your bike and ride. As it turns out, riding your bike may help boost your savings. Whether you commute to work on two wheels or cycle...
From Abstract To Reality: The Potential Effects of Rising Rates

From Abstract To Reality: The Potential Effects of Rising Rates

  Potential Effects of Rising Rates When the economic data align, and the Federal Reserve pulls the trigger on tighter monetary policy, rising interest rates may affect everything from mortgage rates to bond yields to economic growth. Here are a few of the...
3 Mindful Money Habits for Young Investors

3 Mindful Money Habits for Young Investors

Mindful Money For Millennials Habits grow into skills over time. With physical fitness or learning to play an instrument, the habit of short & simple practices early on can take root and may eventually become lifelong health and musical mastery (if you stick with...

Mindful Money Minute – Integrating Financial Planning & Investing

How does Financial Planning INTEGRATE with Portfolio Design… exactly? You know how important WE THINK financial planning is in terms of building your future. But once you have a financial plan, how do you build a portfolio that reflects that planning? How do you...
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