It’s not unusual for someone to question the numbers we present before retirement. In fact, I’d estimate that 80% of people either openly say—or quietly think to themselves—"This can’t be right." They doubt they’ll be able to retire at or near the income level they’d hoped for. And...
In a world that feels increasingly fast-paced and fragmented, having a sense of community–trusted people working together on your behalf—is more important than ever. We all want to feel like someone has our back, especially when it comes to decisions that shape our financial future. That’s where strategic...
If there’s one phrase that seems to capture the current mood of many investors, business owners, and everyday consumers, it’s “dazed and confused.” With tariffs being imposed, lifted, and reshuffled almost overnight, global conflicts unsettling markets, and inflation still rearing its head in unexpected places, how could anyone feel grounded...
Imagine a man named Daniel who wakes up one morning to find a bank deposit of 86,400 dollars in his account. The bank informs him that he must use all the money that day because, by midnight, any remaining balance will disappear. The next morning, another deposit of 86,400 dollars...
The Wise and Foolish Farmers In a small village, two farmers, Elias and Jonas, were neighbors. One summer, an old traveler passed through and warned the villagers, "The coming winter will be the harshest in decades. Prepare well!" Elias took the warning seriously. He reinforced his barn, stocked up on...
If you haven't heard, Anthony (most of you know the “Amazing Anthony”), Emily, his wife, and Matilda, their daughter, welcomed Greta to their family. Everyone is doing well, and Emily and Anthony are now the proud parents of two beautiful little girls (I can relate as the father of two...
