Briefcase Study: Spring Is a Time to Revisit Home as Part of Your Retirement Strategy
Spring is in the air (finally!), and with it comes the annual nudge to refresh, replace, and reconsider. For many people, including those nearing or in retirement, that nudge isn’t just about changing curtains or mulching flower beds; it’s about rethinking one of life’s largest financial and emotional commitments: where we call home in retirement. In my experience, the most …
Back to the Basics: Taxes: The Illusion You Can’t Afford
When a magician yanks a rabbit from a hat, we instinctively know the truth: it isn’t magic. It’s misdirection. It’s sleight of hand, a well-timed pivot that draws your attention to one spot while the real trick unfolds elsewhere. That same maneuver shows up in your financial life. We tend to fix our gaze on the obvious: investment returns, coupons, …
Who Goes First? Planning for the Inevitable (Without Losing Sleep Over It)
When I first saw these statistics, they nearly knocked me over: 80% of men die married. 80% of women die single. 80% of centenarians are women. No matter how you look at it, those numbers tell a sobering story. Ladies, you’re statistically likely to outlive your husband. Gentlemen, you’re statistically likely to hand over the reins and the household bills …
Can Money Buy Happiness? Maybe Not, But a Family Legacy Can
“Money Does Buy Happiness, New Study Says.” Headlines like that always make us pause. The study in question tried to answer a timeless question: Does more money really make us happier, or does the effect level off after a certain point? Researchers found that, yes, happiness tends to rise with income, but only up to a point. But other studies suggest …
No Returns, No Regrets: Why Retirement Planning Isn’t Like Online Shopping
Remember when buying clothes meant a trip to the store, trying on jeans under the fluorescent lights, and waiting for Mom’s verdict? She’d pull at the waistband and ask the dreaded question: “Is there enough room in the seat?” It was awkward, sure, but at least you knew before you left the store whether those jeans would fit. Fast-forward to today’s …
Breaking the Curse of Knowledge: How to Share What You’ve Learned About Retirement
After teaching hundreds of hours of retirement planning classes over the years, I’ve discovered something surprising: no matter how much the financial landscape changes, the questions people ask about retirement almost never do. The course I teach, Retirement Elevated, was created to help aspiring retirees prepare for both the practical and emotional sides of this life transition. Advisors across the country …
When Everyone’s Watching but No One’s Helping: The Caregiver’s Bystander Trap
Have you ever witnessed an accident, whether it was a car crash, someone collapsing, or a sudden medical emergency? For a split second, your instincts tell you to help… but then another thought sneaks in: “Someone else will take care of it.” That quiet hesitation is so common that psychologists have a name for it: the bystander effect. It describes how, when …
Steps To Take in 2026: Reflection, Renewal, and Readiness for the Year Ahead
How can another year have come and gone so quickly? It seems like yesterday we were making sense of 2025, another year full of surprises, resilience, and reminders that the world (and the markets) rarely follow a script. Inflation cooled but not without a few bumps. Interest rates stayed higher than we’d grown used to, testing patience and portfolios alike. …
Welcome Thomas James
Born November 22nd Tyler and Hannah Moison welcomed Thomas James into the world on Saturday, November 22nd. Mommy, baby and daddy are all doing great.
An Elevated Communication Experience
Fewer Emails. Greater Financial Impact. If you choose to remain on our VIP list, you’ll hear from me less often—but with far more purpose behind every message. Your time and your inbox are important, and I want to ensure each communication you receive directly supports your financial clarity, confidence, and long-term goals. Going forward, my updates will focus on what …
