Mark Brinser explores the importance of reflection in both outdoor adventures and financial planning, highlighting how understanding our past experiences and future aspirations can guide our decision-making and shape a purpose-driven financial journey.
Passing on a Legacy of Financial Independence
June 28, 2023
John Simkins reflects on the opportunity to shape future generations’ relationship with money by passing on a legacy of financial independence and fiscal responsibility.
Lessons from Yosemite … and How They Apply to Finances
June 21, 2023
Thomas Talbott’s recent trip to Yosemite reinforces some important financial principles. Read the beginning of his series to learn what they are and how they apply to life in general.
Discover how the 529 account, with its tax advantages and new Secure Act 2.0 benefit, serves as a robust tool for families to save for education expenses while also providing a pathway to long-term retirement savings.
Meet Cael Brandt, our summer 2023 financial planning intern, and see how he will be helping our team’s efforts.
Being Aware of Financial Abuse
May 26, 2023
Understanding and Identifying Financial Abuse: a lesser-known, yet devasting form of abuse.
The “Stuff-ification” of America
May 11, 2023
Thomas Talbott provides practical action steps for individuals to declutter and simplify their lives.
Direct Indexing: Investing’s Latest “Trend”
May 4, 2023
Direct Indexing combines aspects of owning both Individual Stocks and ETFs. Mark Brinser shares what you need to know about this strategy.
Alternatives to Your Traditional Savings
April 27, 2023
In search of higher rates of return, Zak Drescher explores alternative options to the traditional bank’s saving account.
By aligning personal values, priorities, and life goals with financial objectives. Financial Life Planning helps individuals achieve greater financial security, independence, and success while also providing lifelong purpose and fulfillment.