Because building wealth is only half the goal—the other half is making it matter. If you’re a millennial with a million-dollar investment …

If you’re getting close to retirement and working with a financial advisor, chances are you’ve been pretty organized. Most of the prospective …

At first glance, financial planning seems like a numbers game: How much have you saved? What’s your withdrawal rate? How are your …

Life, Liberty, and the Pursuit of What Exactly? As we approach the Fourth of July, I’ve been reflecting on that iconic phrase …

Are You Still Doing Things You Don’t Have To? When you start thinking about to enjoy retirement, you’re probably focusing on what …

If you’re comparing investment portfolios, it’s easy to be dazzled by one that would have crushed it over the last decade. But …

Why real wealth isn’t just about growing your money—it’s about using it to build the life you actually want. We talk a …

Because “you get what you pay for” doesn’t mean you have to overpay. Let’s be honest: No one wants to hire the …

A few years ago, a good friend of mine asked me to consider the difference between “strength” and “power”.  I have been …

Serving as an executor (or personal representative) can be a lot of work and take a lot of time, so it’s understandable …