Category: LIFESTYLE

It’s completely natural to obsess over the numbers on our investment statements. We track the growth, review our asset allocation, and carefully project how long our capital will last. This […]

It’s so easy to look at our budgets, our financial planning and our risk products and ask questions about what we have and don’t have. But what if, in all […]

We tend to model our lives, and our financial plans, as a straight, uninterrupted line moving upward and to the right. We assume that our income, our capacity, and our […]

When we sit down to project a client’s retirement, one of the biggest variables we have to account for is longevity. Thanks to modern medicine, we are living longer than […]

There is a very specific kind of quiet that descends on a house when the children finally leave. It affects our hearts, but it also affects our financial planning. If […]

When we sit down to build a financial plan, our eyes are naturally drawn to the summit, not the basecamp. We focus our energy on the big, inspiring goals: retiring […]

When working with a qualified and experienced financial planner, you should have a partner who will be exceptionally well-positioned to diagnose a balance sheet. They can easily spot a gap […]

There is a very common narrative that high-achievers tend to buy into. It is the idea of the deferred life. We work relentlessly in our thirties, forties, and fifties, pouring […]

There is a distinct feeling that comes from being out of control with your finances. It is a quiet, low-grade anxiety that hums in the background of your life. When […]

Have you ever thought about how gratitude could be a key part of your financial strategy? Ken Honda calls it “arigato money”, which we could call “thank you” money. When […]