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  • December 30, 2025

    A Recap of 2025 and looking to 2026

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  • November 26, 2025

    Welcoming Baby Caroline

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  • October 30, 2025

    Open Enrollment, Done Right (and With Fewer Headaches)

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  • September 29, 2025

    The Fed Is Cutting Rates – So Why Isn’t Your Mortgage Cheaper?

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  • August 27, 2025

    Are We On The Edge Of A Bubble… Or Just Before The Next Big Boom?

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  • July 30, 2025

    The “One Big Beautiful Bill Act” 

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  • June 27, 2025

    Tax Code in Motion: Preparing for 2025

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  • June 27, 2025

    Geopolitical Tensions & Market Resilience

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  • May 29, 2025

    Wrapping Up May with Some Lasting Thoughts

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  • April 25, 2025

    A Tale of the Worlds Worst Investor

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  • April 25, 2025

    Infinite Wealth Planning Is Growing!

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  • March 21, 2025

    March Market Madness: What to think

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