by | | Behavior, Insights
Clutter is a common annoyance, especially in a busy household. But did you know it sneaks up in your financial life as well? And that it can also cost you money? “Financial clutter” is distracting and it makes it hard to see the progress you’re making toward your...
by | | Insights, Planning, Taxes
How much longer will you enjoy the tax benefits from the 2017 Tax Cuts and Jobs Act (TCJA) and the 2019 SECURE Act? It’s anyone’s guess, and it’s critical to squeeze out as much upside as possible before the new Biden administration raises taxes for...
by | | Insights, Investing, Lifestyle
By Ember E. Martin, CFP® Money may not be able to buy you happiness, but it sure does free you to pursue opportunities that bring you true joy and fulfillment. And in fact, accumulating more money shouldn’t be an end goal in and of itself. Instead, it’s what you do...
by | | Insights, Investing
By Ember E. Martin, CFP® It seems that every investor is looking for the perfect portfolio and every financial advisor claims to have it. But is there a perfect portfolio? Sadly there is not. Just as there is no perfect house or perfect car, there is no one perfect...
