I recently read the new book The Geometry of Wealth by Brian Portnoy and found it to be one of the most insightful books on personal finance I have read in years. I love this book because it's not just about money -- it's about life! I highly recommend it to anyone interested in building wealth and using your wealth to underwrite a meaningful life.
Read MoreThere is a ton of information on the Internet about college financial aid, some of it conflicting, some of the pointless, some of it actually helpful. My goal for this guide is for you to spend 10 minutes of your time getting answers to some of your college financial aid questions without spending three hours searching on Google!
Read MoreLet's talk about your financial behavior and why it matters. When I work with clients, we focus on what you can control vs. what you can't control. You can't control what the markets will do this month, this year, or even tomorrow! Here's what you can control:
Read MoreIf you are part of a family with young kids, I bet your life is crazy busy. I get it. But in between carpooling, sports practices, daycare, sick kids, demanding jobs, and everything else, there are six critical steps you need to make sure you have taken care of to put your family on a path to financial success.
Read MoreIn honor of “529 Day" (May 29th), today’s blog post will cover the basics of what you need to know about saving for college with a 529 plan.
Read MoreThe stock market is now in its 9th year of a bull run that started in March of 2009. Despite recent volatility, the S&P 500 is up over 13% in the last 12 months. Annualized returns over that time period are over 10% per year.
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