It’s Not About The Goal: How Financial Planning Has It All Wrong

Alice and John said that their goal was to travel in retirement. They laid out detailed trips to exotic locations, opportunities to explore and soak in new cultures and customs. It was clearly very high on their list. After they finished waxing poetic on their various dream destinations, we started to talk about their three… Continue reading>

KISS Your Way To Financial Happiness

Yes, you can now KISS your way to financial happiness. Sounds enticing, right? In today’s overly complex world of technology, lifestyle and finance, embracing the concept of simplicity is essential. It is too easy to get lost in the confusion and complexity of financial products, tax laws and media campaigns aimed at luring you into… Continue reading>

Deciphering Your Money Mindset

You arrive at adulthood—somehow—after spending years in and out of school, learning from books, teachers, friends, the media and our parents. As a child, you absorbed lessons through experiences, often at the periphery of what you witnessed or overheard. The problem is, none of us could decipher whether those lessons would be helpful, supportive or… Continue reading>