Category: Financial Planning

Bill Perkins upends the cultural assumption that money is wealth by demonstrating that memories is true wealth and, thus, should be our end goal.

Countering conventional wisdom, my professional experience has taught me that successful financial planning is based on magic and then on math; on you and then on me.

If you want to build up retirement assets for tomorrow, you need to protect your most valuable asset today – your human capital.

Although the financial service industry is vast and fraught with conflicts-of-interest, there are steps you can take to find the right financial advisor for you.

When setting financial priorities, putting yourself first may feel counter-intuitive and selfish. However, you can’t truly help others by jeopardizing your own health and financial well-being.

Make the most of cash in a rising rate environment by adopting this simple banking strategy.

Transitioning into retirement is not about becoming less of who you are, but rather more of who you were always meant to be.

Only when you can take care of yourself first can you cultivate the space, capacity and intention needed to take care of others. (It doesn’t work the other way around.)

How you spend your money today determines how you spend your time tomorrow. Choose wisely!

Effective estate planning requires initiating an uncomfortable conversation(s) with aging parents about death and money. However, doing so will help parent and child navigate more successfully through an imminent transition.