Apr 28, 2022
Why do we tend to avoid the question of "why" when it comes to our personal and financial lives?
In over 20 years of being an advisor, I have learned that financial planning is more about feelings than numbers. And no expert epitomizes this point more than Carl Richards.
For ten years, Carl was the creator of the...
Apr 21, 2022
Who doesn't think about resolutions and creating new goals to achieve at the beginning of the year? But what drives us to make those resolutions and goals? And more importantly, how will we reach them?
Each new year, Diane Soulliere would begin a cleanse to help detox her physical body from the toxins that had built...
Apr 14, 2022
What do you think of first when you hear the term behavioral science? It is a topic that I research and read about constantly as it sits at the precipice of my work with families. Behavioral science, to me, is a toolbox that I use to help families be happier, healthier, and wealthier.
There is no better person to talk...
Apr 7, 2022
You may save for years to help pay for your kids to go to college, but what happens when they get there? Will they have the skills to succeed or know where to find the right resources to help them figure out this new life transition?
Nicole Martinez has spent her entire career in academia helping prepare kids to have a...