Enhance Today | Enrich Tomorrow
So many of us have strong feelings about our legacy but put off planning it out. The conversations are unpleasant. Dealing with loss, uncertainty, and coming to agreements gets emotional. Our emotions then becomes our roadblock, helping us to push…
A common question I receive is now a good time to invest? Or what should I invest in? I don’t have a crystal ball so I can’t time the markets (quick tip: no one else does!). That said, over the…
If you’re a mid-career professional, life is full of demands. You’ve worked incredibly hard to get here. You’re sandwiched between young kids and aging parents. Your job is challenging and life is busy. Be it a technology company, medical practice…
All of us have a subconscious financial bucket list of things we want to accomplish. In talking with thousands of clients, we compiled a few of the biggest checklist items people include on their financial to-do list. Now it’s Chad’s…
On this episode, we explore the question: Do you need a financial advisor? This can be a complicated question, and the answer isn’t the same for everyone. We weigh the three options you have, which are: do nothing do it…
Where should you invest now? As I wrote last year in “Should I Own International Stocks?”, in investing it is important to “skate where the puck is going, not where it has been” (Wayne Gretzky). What this means is don’t…
When it comes to investments, too many people take a haphazard approach when what they need is an investment decision process that makes the most of a number of different available resources. This episode is aimed at helping you…
There are a lot of “financial advisors” out there, and not all advisors are created equally. I recently spoke with a prospective client who asked some great questions. Unfortunately, she learned to ask these questions through a prior bad experience,…
‘Massachusetts woman wins 3 quarters of a billion dollars in recent Powerball drawing’. Talk about a headline! The hype and hysteria that surrounds lottery drawings often garners loads of attention as winning such a large sum of money would clearly…
