March 18, 2025
Dr. Joe Coughlin, Director of the MIT AgeLab, said “Now that we have achieved what humankind has tried to achieve since it has walked—living longer—we really don’t have a good idea of what to do with all that additional time.” MIT Agelab […]
February 24, 2025
The SECURE Act 2.0 implements changes that affect many different areas of financial planning. Do you know if any of them impact you? Here are some of the important changes and how they might change your financial strategies for spending, saving and […]
January 27, 2025
The market has its ups and downs, but staying focused on the big picture is key for long-term success. This quarter’s video provides perspective on the start of 2025 to help you stick with a steady, thoughtful approach to make the most […]
December 16, 2024
When I see a young parent struggling with an independence-minded toddler or pressed by the weight of sleepless nights with a newborn, part of me thinks, “I know it feels hard now . . . but just wait.” There are so many […]
November 17, 2024
I’m having fun going to Microsoft Copilot for an AI-assist when I’m feeling curious. Recently I looked up the average rainfall in a country I’m considering traveling to and checked if a charitable organization was a registered non-profit. But the AI-assist breaks […]
October 27, 2024
I discuss four important insights for investors as we head into the final quarter of the year in this quarter’s economic and market update video.
September 15, 2024
I saw an old friend the other day and we talked about how his life has been the last couple of years as he walked the tender journey with his parents through the end of their lives—and then experienced the tsunami of […]
August 14, 2024
Photo by https://unsplash.com/@mirzaie When Moneygeek.com reached out for expert advice on the role of insurance in financial planning, I was eager to help with this important area. It is rare to get advice about insurance from someone who doesn’t have a financial […]
July 16, 2024
Here is the quarterly video update on market and economic conditions. Despite ongoing economic uncertainty, the stock market has experienced a strong rally this year. Large tech companies are still dominating the headlines but there are signs other areas of the market […]