How to Avoid Taking Bad Financial Advice at the Holiday Dinner Table
Money can be an emotionally charged topic that’s often best avoided at large group gatherings. But every family has that…
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Resources
A Simple End-of-Year Financial Checklist to Help You Prepare for 2022
Thanksgiving and Black Friday are behind you. Your favorite coffee shops and downtown streets are decked in red ribbons and…
How to Create a Simple Holiday Budget For a More Peaceful Christmas Season
The Christmas season is supposed to be about joy, family, and a time to reflect on our blessings. So why…
When Should You Retire? 6 Signs Early Retirement May Be Right for You
Voluntary early retirement is a coveted ambition many people dream of. The chance to spend your days exactly how you…
Top 7 Disadvantages of Early Retirement and How You Can Overcome Them
In theory, early retirement sounds like an absolute dream. Save enough money, quit your job in your 50’s or even…
5 Strategies Other People Have Used to Achieve Early Retirement
Picture yourself waking up, pouring a leisurely cup of coffee, and heading out to your back deck to sit in…
4 Reasons ‘Work Optional’ Can Lead to a More Fulfilling Early Retirement
The concept of early retirement is becoming a more attractive option for many people who would like to spend less…
What Is Early Retirement? 4 Ways Early Retirees Live Their Best Life
What with business disruptions from the Covid-19 pandemic, high rates of extreme employee burnout, and the increasing popularity of the FIRE community (which stands for…
What I Love About Being a Financial Advisor in Dallas, Texas
Last week, I shared a post celebrating my 20-year anniversary as a financial advisor with LPL Financial. LPL is the company…