Up Because It’s Up
Bitcoin just surged to a new high, marking a 55% increase in the past year alone. But before this dramatic rise tempts you into the world of cryptocurrency, it’s worth asking: Why is it up?
Ready to Retire in 5 Years? Here’s Your Checklist
If you’re dreaming of retirement in the next five years, now’s the time to shift from autopilot to intentional planning.
The Charitable Assumption: A Better Default for Managing Money and Relationships
We’ve all made snap judgments—about strangers, loved ones, even ourselves—without knowing the full story. This article invites us to pause, breathe, and reconsider.
Use the Funded Status Metric & A ‘Surplus Bucket’ to Increase Spending in Retirement
The fear of outliving your nest egg looms large. But what if being too conservative actually holds you back from fully enjoying the lifestyle you worked so hard to build?
6 More Retirement Financial Myths to Avoid
Your retirement should be about more than just pinching pennies and avoiding risk—it should be about living with intention, joy, and confidence.
Spending Drops in Retirement, but Satisfaction Doesn't: Blanchett
What if needing to spend less in retirement wasn’t a cause for concern—but a sign you’re exactly where you need to be?
Do You Really Want Advice?
Have you ever asked for advice, only to feel like the answer you received wasn’t what you were looking for?
The ‘Second Law’ of Retirement Rules
If you’ve ever heard of the Second Law of Thermodynamics, you know that things left unmanaged tend to fall into disorder. The same is true for retirement.
Analyzing the Individual Tax Provisions of the House Republicans’ 2025 Proposed Tax Bill
A new GOP tax proposal could bring changes to how you are taxed—offering potential savings, but also new planning challenges.
A Good Time for the Sleeping Point Story
What if you could take action before the next market downturn hits—while your mind is clear and your emotions are calm?
You Can’t Put a Price on Mental Freedom
Do your investments come with a mental burden?
These Are All the Ways I Feel Poorer Than I Am
Have you ever considered what it truly means to be wealthy, beyond the size of your accounts?