The pandemic has caused us all to reevaluate our life trajectories. The desire for flexibility to pursue passions and interests outside of employment has increased dramatically. Many people have added early retirement to their list of financial aspirations. If you are dreaming of leaving the workforce early, it is an absolute must to map out Read More
When I talk with millennials about growing a retirement nest egg, their eyes tend to glaze over. It is the ultimate “I’ll worry about that later” topic. Believe me, I get it. Most of us cannot even imagine the day when we hang it up. There are so many shorter-term goals our generation is working Read More
It is the refrain heard your entire adult life: Save, save, save for retirement! And for good reason. It takes most people their entire career to build up a big enough nest egg to live off of after exiting the workforce. With Americans living much longer and still retiring at about the same age as Read More
The “sandwich generation”: Those Americans thrust into the precarious position of financially juggling young children and elderly parents. Lots of older Millennials and Gen-Xers are finding themselves in this bucket, with plenty more being thrown into the mix each year. Grappling with the daily responsibility tug-of-war can be a real emotional struggle. Figuring out how Read More
Do you daydream about leaving your nine-to-five sooner rather than later in life? Retiring early is becoming an extremely common financial goal. People want the freedom and flexibility well before their golden years. Others are simply striving for ultimate financial independence – working because they want to, not because they depend on the income. Traditional Read More
Spring is finally in the air! Believe it or not, the first three months of 2019 are already coming to a close. Have you been keeping up with your financial goals so far this year? Remember it’s never too late to make improvements to your overall financial wellbeing. In case you’ve been busy with all Read More
Helping the next generation foot the bill for college is one of the most common financial goals out there for parents. With the cost of a college degree on an upward trajectory, parents are having to double down on saving more than ever. Unfortunately, the rise in tuition isn’t the only shift that’s putting families Read More
There are two groups of people in the professional world. You have the entrepreneurs, who create, organize, operate and grow businesses; and the employees, who keep those businesses chugging along doing whatever it is they do best. Now there are a whole host of differences between these key players in the American workforce. Today we’re Read More
What better way to explain the ins and outs of personal finance than by combining two of my own passions: making a positive impact on people’s financial lives, and flying planes. That’s right. I’m an investment advisor representative by profession, and a pilot on the side. I grew up flying float planes around Lake Champlain Read More
It’s time for the next millennial money blunder in our series. Everyone knows saving for retirement is important, right? You hear it all the time, from your parents, in the news, from us. Why then is it so darn hard to get started? Well, life happens to you, bills start piling up, and slowly but Read More
