Buy now, sell in 10 years?

Buy now, sell in 10 years?

“I’ll buy an investment property now, hold it for 10 to 15 years, then sell it to pay off debt and help fund my retirement.” I’ve heard versions of this quite a few times recently. ...more

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September 01, 20261 min read

$100,000 at 30 or 60?

$100,000 at 30 or 60?

Would $100,000 make a bigger difference to your children at 30 or at 60? It's the same $100,000. ...more

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August 25, 20261 min read

Earning more, but are you getting ahead?

Earning more, but are you getting ahead?

You can be earning more than you ever have and still not know if you're actually getting ahead. I think this becomes particularly important in our 40s and 50s. ...more

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August 18, 20261 min read

What would you do with another $1 million

What would you do with another $1 million

If you suddenly had another $1 million, what would you do differently? Would you travel more? Work less? Help your children? Retire a little earlier? ...more

#MaslowInsights

August 11, 20261 min read

Waiting can be the riskiest decision

Waiting can be the riskiest decision

Waiting can feel like the safest financial decision. Sometimes it's the riskiest one. I've noticed that when people put off an important financial decision, it's rarely because they don't care or hav... ...more

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August 04, 20261 min read

Before we talk about your money

Before we talk about your money

One thing people often don't expect in our first formal meeting is how little time we spend talking about investments. Instead, we spend a lot of time talking about life. ...more

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July 28, 20261 min read

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