The Right Amount of Money to Retire

Many people are fearful of retirement and may endure sleepless nights, wondering, “What is the right amount of money to retire?” My team and I want to help spark a real movement to change this old way of thinking about money and the unhealthy fears surrounding our money. The whole point of our philosophy is […]

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How Much Can Money Equal Happiness?

Can you guess how much money the happiest families of four make? In a recent study by the Huffington Post about happiness and money and how the two may coincide, it showed that at the national level, those making between $75,000-150,000 appeared to be the happiest. This suggests that making over $150,000 per year won’t […]

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The Art of a Firedrill

Last year, it hit me how so many of our clients – and many people in general – do not have an organized way to help their surviving loved ones carry on with their finances once they are no longer here. My team has witnessed spouses in distress because bills were piling up and they […]

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