Quick Read – Jun 25 2024

Quick Read – Jun 25 2024

Most people don’t know what they want. They just don’t. Because it’s hard to know! Sometimes we get what we want, and we’re miserable. Other times, we get something different, and are pleasantly surprised. What we want changes as we age and learn, meet new people and...
Quick Read – Jun 20 2024

Quick Read – Jun 20 2024

Sometimes when I sit down with a couple and start chatting with them about their finances, I’ll ask a question that both of them have thought about but never actually talked about. It’s a super common and easy thing to do in a relationship. You think and think and...
Quick Read – Jun 17 2024

Quick Read – Jun 17 2024

With the recent wave of inflation and higher interest rates and high home prices and high grocery bills and high prices at the pump and high tuition costs—well, lots of people feel tempted to give up. Why bother? Who cares? You’re never going to have enough to buy a...
Quick Read – Jun 14 2024

Quick Read – Jun 14 2024

If you want to minimize your cost of insurance over your lifetime, it’s super important to think about how long you’re going to need the coverage for. A common mistake is to get life insurance for ten years (because it’s often the cheapest option in the short run),...
Quick Read – May 30 2024

Quick Read – May 30 2024

As a general rule, if you’re looking for a mortgage or insurance policy or higher interest savings account, you’re far better off going to a broker than a bank. When I say broker, I mean someone who can actually shop around and get you the best rate or best policy,...