Featured post:
Creating a Lasting Legacy Through Thoughtful Planning
True wealth isn’t just about financial success—it’s about the impact you leave behind. As a high-net-worth entrepreneur, you have the unique opportunity to shape your legacy through philanthropy, family governance and impact investing. These strategic approaches ensure that your wealth… Read Now >>
Want to reach your goals? Pretend you’re a dog.
December 2, 2015As we approach the end of the year, it’s a good time to reflect on the past year, celebrate your accomplishments, and consider changes for next year. This practice applies not just to your personal or professional life, but also… Read Now >>
The Craig Sewing Show – Nov. 17, 2015
November 18, 2015Here’s my Nov. 17, 2015 appearance on The Craig Sewing show discussing how global unrest and the possible Fed rate hike may impact the financial markets and your financial plan.
November 2015: Scary Money
November 4, 2015Hello All, Let’s face it, investing can be scary. But what’s scarier is ignoring your fears about investing or not investing at all. The real risk in your financial future is not fluctuations in the financial markets, but not reaching… Read Now >>
When It Comes to Investing, You Get What You Don’t Pay For
November 4, 2015I bet you’ve heard the phrase “You get what you pay for.” For many of the things we buy, a lower cost is typically associated with lower quality. So if we want the best of something, we believe we have… Read Now >>
Challenged Athletes Foundation Spinathon Fundraiser
October 29, 2015In our last newsletter, we mentioned that Matt was going to be riding a stationary bike to support the Challenged Athletes Foundation. Well, Matt and his wife Lindy were part of a team that raised over $175,000 for this organization! Thanks… Read Now >>
The Best Gift I Ever Received…And You Can Get It (or Give It) Too!
October 20, 2015I celebrated my daughter’s first birthday this past weekend. Opening her gifts really got me thinking about the gifts we give and the impact that gifts can have on one’s financial life. Far too many gifts that we give provide… Read Now >>
October 2015: Breaking the Limits
October 5, 2015Hello All, We hope you’re enjoying the Fall weather that has finally reached many parts of the country. We sure are as California has been breaking the limits of record high temperatures. Other limits are being broken as well. Matt… Read Now >>
Breaking the Limits of Your 401(k) Plan
October 5, 2015As we discussed in a previous post, your savings rate has a large impact on how soon you reach financial independence. If you’re looking to reach financial independence within 30 years, you need to save about 20% of your income.… Read Now >>
The App I Use Most to Streamline My Finances
September 23, 2015If you are like me, you probably have a lot going on in your financial life. I’m very intentional with my time and money and am constantly looking for ways to improve my life. With all that is going on, I wanted… Read Now >>
September 2015: The Most Important “Rate” of Your Financial Life
September 1, 2015Hello All, I hope you have been enjoying the summer and are ready for fall! Labor Day is around the corner, and the kids are going back to school. The stock market has been fluctuating more than usual lately, but… Read Now >>
