If you are planning for your future then, hopefully, you have put some thought into saving for retirement. When planning for retirement, there are many important factors to consider, such as how much investment risk is appropriate for your financial goals – and your comfort level. If what I have mentioned so far resonates with you, then the next question is, should you invest in stocks or bonds for your retirement savings?

There is a lot to unpack here because every investment has risks. When

We all know the classic saying, “time is money,” right? We also know that time and money are the two things we often wish we had more of. The key to time management and overall life quality will always be finding that balance between what you have to do, what you want to do, and figuring out how to afford it all.

I know that I usually share about financial planning topics here. However, today, I wanted to share about something that’s equally important and still related: The idea of outsourcing

When you’ve reached a point where your wealth management strategies have paid off and you are comfortable in life, giving back is something you can do that will bring a great sense of fulfillment to your life and allow you to leave a legacy to the community, people, and causes you care about.

However, there is still a lot of confusion about giving and ways to give. Most people write a check and fail to benefit from the tax reduction opportunities to maximize the good they are going to do for

Driving requires a glance at the dashboard on a regular basis to monitor all of the various gauges that let us know when things are on track and when we don’t have enough gas to get to our destination. The same is true for your finances.

In our time together previously, we have driven through financial planning topics at a relatively high rate of speed. From investment planning, tax strategies, estate planning, and more, we’ve covered a lot of ground.

Throughout this road trip, I’ve mentioned

Nobody likes thinking about dying, or selecting a guardian to raise your children, or having to choose which of your children would best manage your money in your absence. But the critical point about estate planning is this: If you don't do it, you lose your say. Without a will, your estate may end up in court, divvied up based on a judge’s decision - not your own.

Without specific terms set in place, you may not get the medical care you would prefer or the preferred custodial caretaker for

We all know that good communication leads to stronger relationships, but there are some topics that are common stumbling blocks for couples. If you tend to avoid talking to your spouse or partner about money, you’re not alone. However, these conversations are important. Avoidance can often lead to arguments, overspending, underfunded savings accounts, and more. In fact, it’s difficult to maintain good financial health if you don’t talk about money together.