Unveiling the Mystery: How Your Financial Advisor Truly Gets Paid
Have you ever wondered how your financial advisor earns their living? It’s a fair question, especially when you’re entrusting them with your financial future. Let’s take a closer look and shed some light on this important area when it comes to wealth management. Commissions: When Product Companies Pay Imagine your advisor recommending an investment or […]
10 Retirement Mistakes You Don’t Want to Make When You’re Young
According to Fidelity’s 2025 State of Retirement Planning Study, 38% of retirees wished they’d prioritized saving earlier. I’ve seen a lot mistakes people make when it comes to their retirement planning (and have made some myself). Here are ten mistakes and how to avoid them. Starting Too Late Many of us put off saving when […]
The Retirement Decision: Should You Work One Extra Year?
As the time to retire arrives, some of my clients face a question: “Should I retire now or work just one more year?” This decision carries enormous weight, both financially and personally. Meet Rob and Natalie, a couple I’ve been working with in this situation. Retirement Crossroads Rob and Natalie, ages 66, had built a […]
Top 5 Money Mistakes Even Wealthy Investors Make
Even for high-net-worth investors, managing wealth can be tricky. Avoiding these common pitfalls can make a big difference in preserving and growing wealth over time. Emotional Investing One of the biggest traps for wealthy investors is emotional decision-making. Market swings, sensational headlines, or the fear of missing out (FOMO) can lead to impulsive moves like […]
6 Financial Moves Every 40-Something Should be Making
If you’re in your forties, you’re probably juggling a lot—career, family, maybe a mortgage, likely hitting your peak earning years and definitely thinking about retirement. The 40s are often called the “sandwich generation” years. That’s because people often find themselves simultaneously supporting their children (sometimes including college expenses) while having to assist aging parents. Add […]
The #1 Wealth Risk Tech Professionals Ignore
If you’re a tech employee, you’ve probably enjoyed some amazing perks—great benefits, equity compensation, free lunches and much more. But lately, things have gotten more rocky with tech companies with layoffs increasing and tech stock prices taking a hit. Suddenly, that equity you’ve been given or promised doesn’t feel so secure. Your company’s success shouldn’t […]
5 Simple Ways to Boost Your Retirement Savings Today
Between today’s expenses and the uncertainty of the future, it can be tough to know where to start or how to boost your savings. But the good news is that it’s never too late to get on track. Here are five simple ways to help you feel more confident in creating an effective retirement plan […]
6 Ways to Turn a Bad Market Into Your Advantage
Feeling a bit queasy about the market lately? You’re not alone. Tariffs, interest rates and inflation worries have been giving investors heartburn lately. When the market takes a nosedive, it’s easy to feel like you should just hide under the covers until it’s all over. But market downturns aren’t just doom and gloom. They can […]
What is Vesting?
Imagine you’re offered a job with a fantastic benefits package, including stock options or a 401(k) match. Sounds great, right? But there’s a catch: you might not get to keep all those perks right away due to something called vesting. Let’s break down what vesting is and how it affects your benefits. What is vesting? […]
Market Volatility in Retirement: Are You Prepared?
Concerned about market ups and downs now that you’re living off your savings? There are ways to approach this in order to ease the burden of your portfolio. The key? Don’t sell your investments when the market’s in the gutter. Here’s a quick guide to keeping your retirement cash flowing, even when stocks are tanking. […]