Financial Fear     One of my favorite aspects of my career is the chance to meet and speak to so many different people continually. I often meet people for the first time when they are at the height of their financial fears, and watching those fears slowly fall away through the planning process is incredibly...Read More

Comparison is the Thief of Joy     It finally happened this weekend; the kids asked for social media accounts, specifically Snapchat. I was not ready to have this conversation, but the kids rarely do anything on my schedule.   As I told them in an age-appropriate way the dangers of social media and that...Read More

Don’t Aim, Just Throw   Watching my children play sports brings me an incredible wave of nostalgia every time I set up my folding chair on a sideline somewhere. Growing up, my parents liked sports and signed me up for anything I was interested in, but they also worked a lot, so they couldn’t always make it...Read More

Life is 80% Mental and 40% Physical   I have reached the stage in my life and in parenthood where my children can wake up, get themselves something to eat, and find something to do quietly. I thought this was the beginning of lazy weekend mornings, waking up leisurely, ready to tackle what lay ahead...Read More

May 30, 2023 Perception vs. Reality   As many of us did during this weekend of remembrance, I attended a BBQ with friends and family. A friend of a distant family member made a cake that looked and tasted delicious. Everyone at the gathering ate some of the cake, most of us getting a second...Read More

May 22, 2023 Let’s Talk Politics   This will be one of my first and last blog posts about politics. It isn’t because I don’t enjoy a good debate, but that doesn’t occur in our country anymore. Politics used to be something people discussed; now, politics is something people live. As a result, political beliefs...Read More

May 15, 2023 Mother’s Day and Debt Ceilings    Happy Mother’s Day to all the incredible moms who give the best hugs have magical booboo-fixing kisses, and bring order to the chaos of life. I wouldn’t have been able to achieve half of what I have accomplished without my mother’s support and my wife, Christina....Read More

May 8, 2023 Bigger Than Just Retirement   This weekend was my daughter Priya’s first holy communion. A day full of family surrounding her and enveloping her in the love that only comes from being the baby of the family. Afterward, as many will do, we invited family and close friends (let’s be honest, they...Read More

May 1, 2023 The Only Easy Day Was Yesterday   I finished reading The Wisdom of the Bullfrog by Admiral William H McRaven. Many of you will know him from the viral commencement speech in which he told the graduates to make their beds every morning. Professionally, he is credited with organizing and overseeing Operation Neptune’s Spear,...Read More

April 24, 2023 See You Next Year, Mr., or Mrs. Accountant   Tax season has come and gone, and most of us now either wait for our anticipated refunds or curse the government for telling us we owe them money. Regardless, your three-month relationship with your accountant has ended, and you will see them again...Read More