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117 Things We Do for Our Clients Number 35 -Help You Design and Oversee a Debt Management Strategy
Image via Freepik High-interest debt on non-income producing purchases can quickly erode financial security. We assess the root causes...

Steve Martin
3 days ago1 min read
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The Radical Art of Simplicity
Let's talk about your most underrated superpower: the ability to say no to what doesn't matter. Simplicity isn't just refreshing in a...

Steve Martin
4 days ago3 min read
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117 Things We Do for Our Clients Number 34 -Help You Navigate Retirement's Most Critical Financial Decisions
We see clients facing retirement's toughest money decisions every day. The shift from earning a paycheck to living off your savings...

Steve Martin
Aug 291 min read
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The Art of Wanting Wisely
Why Knowing What to Want Changes Everything "True life mastery is more a function of knowing what to want than knowing how to get what...

Steve Martin
Aug 254 min read
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The Art of Unexpected Joy
You can't schedule a rainbow. I was reminded of this recently when I got caught in a sudden downpour. As I ducked under an awning,...

Steve Martin
Aug 183 min read
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117 Things We Do for Our Clients Number 33 -Help with College Planning and Financial Aid
Image by 3D Animation Production Company on Pixabay We help families figure out the best ways to save for college without breaking the...

Steve Martin
Aug 41 min read
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The Creative Genius Within: Unlocking Your True Potential Beyond the Balance Sheet
Image by Artvizual from Pixabay There's a creative genius living inside you. Yes, you – with your mortgage payments and retirement...

Steve Martin
Jul 294 min read
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What If Money Wasn’t the Problem?
Image via Freepik You can’t budget your way to peace if your beliefs about money still echo fear. Shifting your money mindset isn’t about...

Steve Martin
Jul 233 min read
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Is It Smarter to Buy or Rent a Second Home?
With summer in full swing, your thoughts may drift toward escaping your daily routine. Whether your idea of a perfect vacation is sitting...

Steve Martin
Jul 2111 min read
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Red-Eye Redemption: A Farewell to Flying in the Dark
Designed by DC Studio on Freepik There comes a time in every traveler's life when they must ask themselves the hard questions. Like: "Why...

Steve Martin
Jul 143 min read
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The Wisdom of Worry: What to Hold and What to Release
Image via Freepik "Worry is like a rocking chair: it gives you something to do but never gets you anywhere."Â - Erma Bombeck Last Tuesday,...

Steve Martin
Jul 25 min read
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Why I Love the Fourth of July
Every year when July approaches, I find myself looking forward to Independence Day with the same excitement I felt as a child. There's...

Steve Martin
Jun 303 min read
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How Cognitive Biases Impact Your Financial Future: Ten Common Mental Traps to Avoid
Introduction Your financial future isn't just determined by how much you earn or how markets perform—it's profoundly shaped by the...

Steve Martin
Jun 248 min read
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117 Things We Do for Our Clients Number 32 -Provide a Financial Shield Between You and the Often-Alarming Media
Image by Gerd Altmann from Pixabay We create a protective barrier between you and the constant stream of alarming financial headlines....

Steve Martin
Jun 121 min read
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The Quiet Heist: How to Keep Your Money Safe in the Age of Elder Scams
Image via Freepik There’s something quietly cruel about financial abuse targeting older adults. It doesn’t make the news like a robbery...

Steve Martin
Jun 105 min read
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Kick-start Your Child's Financial Journey with Roth IRAs
Financial considerations for a child’s summer job or internship Summer break is here, and many young people will be working at a summer...

Steve Martin
Jun 33 min read
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Dancing to Your Purpose: Hearing the Music When Others Cannot
Image via Freepik " And those who were seen dancing were thought to be insane by those who could not hear the music." —Friedrich...

Steve Martin
May 233 min read
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Peace of Mind in a Box: How Nokbox Simplifies Estate Planning
Image via Freepik Nokbox is revolutionizing how families prepare for life’s unexpected moments by offering a comprehensive, easy-to-use...

Steve Martin
May 131 min read
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Start Before You're Ready
There's a funny thing about fog. If you're standing still, it looks like an impenetrable wall. But start walking, and suddenly you can...

Steve Martin
May 123 min read
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The Wealth Between Your Ears: Rewriting the Story You Tell Yourself About Money
Image via Freepik We all carry around stories about money—some whispered into our ears when we were kids, others built from years of...

Steve Martin
May 54 min read
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