Blogs

Propel Your Wealth: What to Do When You Lose Your Wallet

lost wallet on a bench

Last week I had a friend come up to me in an absolute panic. She had lost her wallet. After walking her through what she needed to do, I decided I should memorialize the steps for anyone this may help going forward.

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Retiring Well Book Recommendation: Atomic Habits by James Clear

Most productivity books you have read probably centered around your work life. Read Atomic Habits and think about your elements of retirement and the multiple phases of retirement. What bad habits will you need to break and what good habits will you need to create?

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Plan Ahead to Keep Your Technology Powered

The recent severe winter weather that impacted millions of people in Texas and across the United States has reminded us of the importance of planning ahead for inclement weather and staying connected with loved ones.

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Important Information for Business Owners – Consolidated Appropriations Act, 2021

business owner working at home

On December 27, 2020, the President signed into law the Consolidated Appropriations Act, 2021 (The Act), which introduces several new relief opportunities for both businesses and individuals.

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The Five Phases of Retirement

Between the ages of 50 and 70, most people experience a significant amount of life change. Transitions are a natural and regular occurrence in our lives. They represent a shift from what was to what is. While normal, they still contribute to a significant amount of the stress in our lives, both positive and negative. Change can create friction in our comfort, our relationships, and our identity. It can also represent great opportunity and growth.

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Stock Trading in GameStop – Here’s What You Should Know

I received this text message from my son the other night: “Hey, Dad, what’s going on with all this GameStop business? And AMC? Everyone in my fraternity is talking about it. Apparently someone made like $25k.” When I received it, I knew it was time for a chat – and a note to many of our clients.

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Propel Your Wealth: Five Money Tips to Improve Your Marriage this Valentine’s Day

couple having a romantic dinner

"Two double beds? You have to be kidding me. We’re here to celebrate our first anniversary!” This unfortunate true story is one that my wife and I can now laugh about. Money was tight our first year of marriage, but we still wanted a quick getaway to celebrate

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Start Making Plans for Travel Now . . . BUT be Flexible

The first wave of COVID-19 vaccinations has lifted many spirits and raised expectations for the new year, including the hopes of resumed leisure travel. But while it's good to have things to look forward to, your travel plans for the year will have to account for COVID-19 whether you receive a vaccine or not.

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Propel Your Wealth: New Year's Resolution - Going on a Financial Diet and How to Sustain It

woman writing goals on paper

When it comes to New Year’s resolutions, I like to keep my goals attainable. I remember watching Phil Dunphy on Modern Family trying to walk to Canada on an elliptical machine and thinking: “why would you ever put yourself through that torture?” 

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Legal Documents for Young Kids

You think a long weekend while the kids are with the grandparents should be relaxing, right? You're right, but what if something goes wrong?

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