
The fact that I work mostly with millennials, means that I see people just as they’re beginning their financial lives. They often haven’t had much of a chance to accumulate any assets, especially if they’ve pursued any higher education. They almost always have a load of student loan debt and are simultaneously anxious about managing […]

So, we’ve all read those doomsday articles before, right? Kids cost you $3 million dollars each by the time they’re 18 years old. That’s obviously assuming that you’re raising them to today’s high standards, i.e. they’re enrolled in the best childcare available, they participate in every imaginable extracurricular activity, you’ve enrolled them in expensive summer […]

Alright, people, I’ve touched a bit on the importance of automating your finances. It’s one of the foundational principles of what I teach clients. Since it is so central to what I advise, I thought it warranted a longer, more in-depth post. If you’ve been reading my blog for awhile, you know that I’m married […]