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Financial Guidance That Brings Clarity

Is there a link between physical fitness and financial fitness? This was the question that popped into my head last week as I jogged through my neighborhood pushing my 1-year-old and 3-year-old in a double jogging stroller. I like to exercise without any added visual or audio stimulus because I find this is one of […]

Using Financial Cairns to Guide Your Journey
August 26, 2020

A few years ago, on a hike in Colorado, I had my first experience with cairns. A cairn is a human-made pile of stones that can be used for many things like noting a landmark, or in this case, indicating the best path forward for hikers–essentially marking the trail to the destination. In our case, […]

CARES Act – RMD Update
June 24, 2020

Required Minimum Distributions, or RMD for short, have received a considerable amount of attention from Congress over the last six months. As touched on earlier this year by Thomas Talbott, the SECURE Act raised the RMD age to age 72 for certain individuals. For more details on that change, please take a moment to read […]

3 Ways the New SECURE Act Might Affect You
January 15, 2020

Setting Every Community Up for Retirement Enhancement Act, or better recognized as the new SECURE Act, was signed into law on December 20th, 2019. The bill’s intent is for folks to have opportunities to increase their “nest egg” by addressing a number of retirement savings and employee benefit changes. While there are numerous aspects to […]

5 Monkeys and A Ladder
November 25, 2019

Perhaps you have heard about a fabled behavioral study regarding five monkeys and a ladder. It goes something like this: scientists put five monkeys in a room. In the middle of the room was a ladder with bananas on top. Every time a monkey went up the ladder to retrieve a banana, the scientists soaked […]