Biden’s tax proposal has been getting a lot of attention through the media but one thing to remember is that it is only a proposal. It’s rare that any
Read More
When is the right time to hire a financial planner? Is it when things seem too much to handle on your own? Is it for freedom of time that you can gain by
Read More
What does "financial independence" mean to you? Is it a level of wealth where you don't need to work? Is it reaching some desired future state? Is it peace of
Read More
What’s one thing that people don’t typically want to bring up in casual conversation because it usually leads to some differing opinions? If you guessed
We thought it'd be a great podcast to just reflect a little bit one year later. What are the lessons that we either learned or as we focus on in this podcast
Read More
The fear of missing out, FOMO, is something that concerns us. We see it a lot when it comes to investments. But people also bring this up in a different
Read More
Pension election is an irrevocable decision that has lasting effects, which may or may not be good in the long run. In this episode, we share some of the high
Read More
Retirement is a process. Give yourself time to get used to the idea, both before AND after your retirement party. It's normal to feel a lost for a while, trying
Read More
It’s not possible to GOOGLE personal financial advice. Simply put, you probably don’t know what you don’t know, and may not even know what questions to ask in
Read More
So you have this annuity thing - what is it and how does it fit your financial plan moving forward? Listen to Adam and Ben compare annuities to a box of
Read More
Should credentials matter when seeking financial advice? We're pretty biased and would say "yes!" But aren't all advisors credentialed the same? Don't they do
Read More
New year. New administration. Should you have the same old financial plan going forward? "Yup!" says Ben.
Listen to Adam and Ben share perspective on how our
Read More
