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…
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Resources
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…
Celebrating 20 Years With LPL Financial
It’s hard to believe, but this September I’m celebrating my 20-year anniversary as an independent financial advisor with LPL Financial. …