Category: LIFESTYLE

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 […]

We often look to our investment portfolios for ultimate security. We watch the markets, hoping the numbers will grow large enough to finally give us permission to exhale. This is […]

When families who have spent decades building a substantial financial foundation sit down to talk about money, a quiet, often unspoken anxiety usually surfaces. As they look to the future, […]