Blogs
Explore Insights and Strategies for Financial Success
Why People Keep Working In Their Retirement Years
More people in their 60s and 70s are staying on the job than ever before, and it's not always about the money. Today, Steve digs into the real reasons retirees keep showing up to work. Working longer isn't automatically the wrong call. Sometimes it's exactly right. The real question is [...]
The Kids’ Money Blueprint, Part 2: Mindset & Habits
The accounts and investment tools matter, but they cannot replace a healthy relationship with money. In the second and final part of The Kids’ Money Blueprint, Steve explains how parents can help children build habits around earning, saving, spending, and giving. The lessons children absorb today may shape how they [...]
The Kids’ Money Blueprint, Part 1: Investments & Accounts
Parents want to give their children a strong financial start, but deciding where to save can quickly become confusing. The right answer may involve several different accounts, each designed to serve a specific purpose. In Part 1 of this two-part series, Steve explores the technical side of creating a financial [...]
What Are Your Financial Pain Points?
When it comes to financial planning, everybody has something that bothers them. Today Steve’s walking through some of the most common pain points we see and the real conversations that happen around them. Nobody walks into retirement without at least one of these in the back of their mind. The [...]
The 5 D’s of Retirement Planning
According to a recent Kiplinger article, there are five keys to a retirement plan that hold up over time. They all happen to start with the same letter, which either means it's a great framework or someone really wanted it to work out that way. In this episode, Steve walks [...]
Trail Wisdom: What Hiking Season Has to Say About Your Financial Journey
What can hiking teach us about retirement planning? Whether you're visiting one of the 63 national parks this summer or just hitting a local trail, a lot of the best practices for a great hike apply just as well to your retirement plan. Steve uses lessons from the trail to [...]
