The work environment that our parents and grandparents once knew does not really exist anymore. The economy is ever-changing, and the Internet Age has seen rapid developments that have revolutionized the way we experience work. The nature of our work will continue to...
Most financial advisors will tell you a variation of the same principle: in order to be financially successful, you need to make your money work for you. It sounds simple enough, but many people continue to chase money, working hard for every last dime, and then get...
We all have a struggle going on in our brains for energy, resources and time. We have our current self needs (like fun, food, and shelter) and we have the future self needs (such as fulfillment, big dreams and eventually retirement). It can be difficult to strike a...
Most people agree that saving a portion of your paycheck for retirement is a good idea. After all, no one wants to extend their working life or re-enter the workforce as a senior citizen. But how much SHOULD you save? This question is hotly debated, and at the center...
Congratulations—you’ve conquered your longstanding financial and professional goals at last. Maybe it hasn’t always been so easy or straightforward trying to reach this point, but those challenges along the way have made your success that much more satisfying....
I think about diversity and inclusion a lot. I sit on a diversity advisory board for the XY Planning Network with our primary goal being to try to bring more women and people of color to the financial planning profession. I’m also really passionate about making...
