Preparing Financially for Life's Big Moments
This month, I aim to keep this article brief, as I’m currently cradling a 9-pound blessing in one arm—my wife and I...
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Empowered Grief: Navigating Loss and Rebuilding Life with Support
Coping with the loss of a spouse is one of life's most profound challenges. Amidst the waves of emotions, practical...
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How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes
If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel...
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The "Best" Investment You Can Make Just in Time for New Years
As a financial planner, I frequently encounter the question, “What’s the best investment currently available?” For a...
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7 Milestones At Age 50 & Above
Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s...
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When Fantasy Football and Portfolio Construction Collide: Diversification Lessons from Fantasy Football
There is an early crispness in the air here in Pennsylvania, signaling the start of football season. In the Vandenburg...
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How to Beat Investing FOMO: The Power of Patient Wealth Building
Can you relate to any of the following? “I should have bought that stock before the company went public!” “What a shame...
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Leaving an Impactful Legacy
You’ve done the hard part. You've accumulated enough assets to comfortably sustain a work-optional lifestyle and feel...
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New presidential candidate? (What it could mean)
A lot has happened recently. Let’s review.
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Feeling the "Vibecession"?
How do you feel about the state of the economy? In more contemporary terms, what are your "vibes" telling you?
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Practical Tips: How to Avoid These 4 Estate Planning Missteps
First, let’s start by uncovering the most common mistake in estate planning… Surprisingly, this frequently made mistake...
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Your Role & Responsibilities as an Agent in a Power of Attorney (POA)
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and...
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