Are Your Investments Actually Aligned with Your Goals – or Just “Fine”?
For many high-earning professionals, the investment portfolio is not exactly broken. It may even look pretty good. There are some mutual funds, a 401(k), maybe
I Sold My Business… Now What? A Financial Game Plan for What Comes Next
You did it! After years (or very possibly decades) of early mornings, late nights, payroll stress, and more coffee than any human should consume, you
I Make Good Money… So Why Don’t I Feel Financially Ahead?
If you are a young professional earning a strong income, there is a decent chance you have asked yourself some version of this question: Am I actually
Summer Newsletter 2026
In this newsletter, Dan shares pearls of wisdom about escaping the financial comparison trap and finding contentment. Jeff dives into five practical, clutter-clearing steps to
Can I Actually Retire, or Am I Just Hoping I Can?
One of the most common questions people ask in the years leading up to retirement is, “Can I actually retire, or am I just hoping
Tax Loss Harvesting: A Helpful Tool (Not a Magic Trick)
If you’ve spent any time around financial headlines, you’ve probably heard tax-loss harvesting pitched as a secret weapon. Almost like a financial Jedi mind trick:
RSU Basics
If you’ve ever looked at your benefits portal and thought, “Cool, I got RSUs… I’ll pretend I understand that later,” you’re not alone. RSU stands for Restricted Stock Unit. In plain English: it’s company
Why Your Medicare Premiums Jumped (and How IRMAA Relief Can Lower Them)
If you opened a letter from Social Security and thought, “Wait… why did my Medicare premiums jump?” you’re in good company. Often the reason is IRMAA (the Income-Related Monthly Adjustment
Money Mindset – Tool vs Master
Money is a great tool—right up until it starts acting like it’s in charge. Most of us don’t set out to let money call the shots, but it can slowly
Spring Newsletter 2026
Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. (click image below to read)