Does FOMO Hold You Back?

What are you missing out on? Probably not as much as you think. But in our hyper-connected world with its 24/7 news cycle, the Fear of Missing Out (FOMO) has made many people focus more on what they're not doing than on what they are doing. That can lead to some bad decisions and missed [...]

By |2023-01-27T14:33:18-06:00January 17th, 2023|Investing, Purpose|

Don’t Forget Those in Need After the Holidays

The outpouring of giving and goodwill during the holidays always makes a special time of the year feel even more precious. Unfortunately, holiday generosity isn't enough to sustain the important missions that charities and nonprofits carry out during the rest of the year. And as the fellowship of the holidays and the excitement of a [...]

By |2023-01-27T14:21:59-06:00January 5th, 2023|Purpose|

Don’t Let Holiday Stress Get the Best of You

Are you feeling the crunch? With the holidays in full swing, the stress from all that planning, shopping, entertaining, and traveling might be starting to mount. And in between wrapping presents and baking cookies, you still have work to do, your kids still need help with school, and your heart still needs that 30-minute morning [...]

By |2022-12-28T13:21:43-06:00December 16th, 2022|Purpose|

Don’t Let the Stock Market Spook You

As if the Halloween season isn't scary enough, ongoing market volatility has been unsettling investors. But much like the temporary frights, you experience when walking through a haunted house, navigating the market's ups and downs is all part of the journey towards a better financial future. Answer these three questions and the things that go [...]

By |2022-12-09T10:55:07-06:00October 27th, 2022|Investing, Retirement|

Could You Benefit from a Personal Board of Directors?

CEOs at large organizations usually have a network of close advisors, c-suite executives, and stakeholders who hold them accountable for achieving important tasks. In her book Building Career Equity, expert consultant Jan Torrisi-Mokwa proposes that we all do the same. This idea could be especially beneficial if you don't have the kind of built-in accountability [...]

By |2022-11-04T09:56:46-05:00October 19th, 2022|Purpose|

How a Couple Can Plan Strategically When Retiring at Different Times

Married couples don’t always plot retirement at the same point in their path. According to a recent study by Fidelity, 43% of couples disagree about what age they plan on retiring. For other folks, circumstances like an unexpected job loss or health issue push spouses onto separate retirement schedules. When one spouse retires and the [...]

By |2022-11-04T09:16:53-05:00September 14th, 2022|Retirement|
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