We all have a struggle going on in our brains for energy, resources and time. We have our current self needs (like fun, food, and shelter) and we have the future self needs (such as fulfillment, big dreams and eventually retirement). It can be difficult to strike a...
Most people agree that saving a portion of your paycheck for retirement is a good idea. After all, no one wants to extend their working life or re-enter the workforce as a senior citizen. But how much SHOULD you save? This question is hotly debated, and at the center...
Congratulations—you’ve conquered your longstanding financial and professional goals at last. Maybe it hasn’t always been so easy or straightforward trying to reach this point, but those challenges along the way have made your success that much more satisfying....
I think about diversity and inclusion a lot. I sit on a diversity advisory board for the XY Planning Network with our primary goal being to try to bring more women and people of color to the financial planning profession. I’m also really passionate about making...
As humans, we’re faced with an endless array of daily decisions. Everything from what we wear, to what we eat, how we spend our time and more require conscious discernment to ensure we’re maximizing our chances of success, while minimizing decision making stress. But...
Surely you’ve heard (and maybe even embrace) the idea that money can’t buy happiness. After all, happiness is the one thing we dream about that can’t be placed in an Amazon shopping cart or bought from our favorite big box store. Or can it? In their book, Happy Money:...
