As we kick off a new year and I look in the rearview mirror, I am reminded of why investing takes discipline. A lot of our work as investment advisors is
Read More
Amy and I celebrated our 20th wedding anniversary this past December with a last-minute getaway to one of our favorite spots: Florida’s Gulf Coast. Though our
Read More
A new year means some increased amounts for saving into retirement and health savings accounts! Here’s a quick rundown of some updates for retirement savings:
Read More
This past year, I tried something new that quietly changed the way I think about time. I don’t have a traditional 9 to 5 job, I volunteer a lot of my free time
Read More
For years, I used to struggle against the seasonal shift, battling the early darkness with sheer willpower and usually feeling an inevitable dip in energy. Over
Read More
The stock market has been on quite a run, up roughly 35% since April, and sitting near record highs. That kind of performance tends to make investors feel
Read More
After experiencing delays due to the government shutdown, the long-awaited Cost of Living Adjustments (COLA) to Social Security has finally been announced. In a
Read More
Unfortunately, it’s that time of year again… time to park the race car in the corner of the garage for winter storage and reflect on the past season. Last year
Read More
Back in 2024, I shared a blog post called Professor Haas where I hinted that I might pursue more formal education someday. Well, that “someday” came sooner than
Read More
As Certified Financial Planners, we’re often asked about the Federal Reserve's moves and how they could impact personal savings and investments. At the highly
Read More
When my husband Josh and I bought our electric vehicle (EV) a couple of months ago, we knew it would be great for his daily commute. But one of the big
Read More
