We blog weekly. New posts each Monday, 8am.

Pictured: how napping can make you feel. Here’s a riddle: you can’t put a price on it, but it’s tremendously valuable. Without it, you wouldn’t be alive. What is it? Did you guess “the mind?” Few things peeve me more about our culture than the value we put on a single key ingredient to a healthy mind: sleep. Isn’t it insane that we still give people 15 minute smoke breaks (one of my first jobs
Behavioral Finance, Business Owners, Employee Benefits, Financial Advice, Financial Planning, Lifestyle
When I began my career in financial services in 2011, the vast majority of the investing public was still recovering from aftershock of the great recession that had only ended a few years prior. Rampant were fears of a double dip recession – the idea that the market correction of 2008 could rear its ugly head again – or that perhaps, something much bigger was on the horizon. Out of these fears comes the desire
Economics, Financial Planning
It’s a simple question, isn’t it? Unfortunately, annuities are complicated, so the answers we get aren’t always straight forward. There’s a lot of press around these products – some good, some bad, some scathingly bad. Regardless of your opinion on annuities, we can all agree that they are some of the most misunderstood products in the financial market place. To understand what an annuity is, let’s start by understanding what an annuity was. Before insurance
Annuities, Financial Planning, Retirement
Fun fact: Mario is always happy and confident because he doesn’t spend any of the coins he collects. When I was a kid, all of the joy I got out of life came from simple things. Two of those things were a pencil and a piece of paper. I loved to sketch – I would sit on the couch in my living room with a TV tray and recreate the room. I’d often create concept
Behavioral Finance, Budgeting, Debt, Financial Planning, Lifestyle