Lifestyle Creep
In the pursuit of a comfortable and fulfilling life, many individuals find themselves succumbing to a subtle but insidious phenomenon known as lifestyle creep. ...
Overview of Health Insurance Terminology
As we approach the open enrollment season for selecting health coverage for 2024, many people may be overwhelmed by the available options. Whether it be employer...
What I Wish My Younger Self Knew
As my own children move into adulthood, I am stopping to think about what advice they could use early on and what would they listen to starting out on their own.....
The Reality of Market Predictions
This summer several clients brought up recent headlines touting hedge fund manager Michael Burry’s latest market prediction and subsequent bet on a U.S. stock market crash. Michael Burry is widely known as a hedge fund manager .....
The Right Career Move
Whether actively sought or just a passing moment of frustration, almost everyone has thought about whether to look for a new job. Millions of Americans participated in the Great Resignation...
On Life Transitions...And Some Keys to Financial Success
My dad, as he got older, would respond to people who said positive things about him aging well that “…there are three stages in life - ‘childhood’, ‘adulthood’, and ‘you...
