I want to introduce you to someone. This is Journey, the 12-week-old Aussie-Doodle that my wife and I have had for about a month now. She’s a very active and very fun-loving dog.  Now, you might be wondering, “What does having a puppy have to do with financial...

Is having money the same thing as having wealth? The truth is, not really.There was a time when I thought that having a million dollars, or at least a few hundred thousand, would have made me rich and wealthy. What I’ve learned since then is that having money and...

My name is Lyndon, and I’m not your typical financial advisor. I believe in telling people the truth about their money.Now you might be thinking, “What do you mean? What’s the truth about money?” Well, first of all, let me tell you what it’s not. It’s not about...

Are you getting the most out of this stage of your life? In all honesty, you might not be—and here’s why.When I’m working with individuals on understanding their goals and the things in life that they really, really want to do, retirement is usually somewhere near the...

At the time of year when we want to be closest to our loved ones, Covid-19 is still making it difficult to spend time together. Public health officials warn that indoor events pose a far greater risk of spreading the disease. And many of the people we're most anxious...

Part 2: Growth Through Adversity In Part 1 of this series, Dr. Beth Kurland and retired Commander David Sears of the U.S. Navy SEALS shared three habits they believe will help folks build momentum as we – hopefully – continue moving towards the end of quarantine....

Part 1: Better Habits for a Healthier MindSince the Covid-19 outbreak we’ve all had to make adjustments so that we could cover our basic needs, care for our loved ones, and remain productive during quarantine. No matter how well you’ve adapted to these extraordinary...

The coronavirus pandemic has forced many older workers to reassess their careers and how they view retirement. Folks who are fortunate enough to be working from home might be coping with a mix of technological hurdles, while also enjoying more family time and more...

Introduction to 529 plansReducing the impact of higher education expenses is on everyone’s mind. We see it everywhere: in reports that the cost of college has increased about 37% over the past 10 years, in the increasing national student loan debt load of 1.54...