Let's help you get over these fears. By the time you read this bit of writing... countless changes will occur in the world around you....

On this day last year, August 15, 2023, I voluntarily hung up my corporate soldier badge to retire from Intel Corporation with bells on....

Club Friends, have you maybe accumulated a heavy concentration of any one stock(s) in your portfolio that you'd like to strategically...

I'm often asked about the value of 529s, whether I have one, can there be more than one, what if the child doesn't make it through...

If you missed this great session, your lifetime's tax strategizing efforts could be helped by tuning in for this recap. When more than a...

An Open Letter to the Women Title IX legislation in the early 1970s brought us to the nation’s tables, classrooms, and playing fields...

Got wealth to protect from probate fees and taxes? Then here are the not-to-be-missed minutes from The Money Matters Club's March 5th...

Friends, we have two webinars for you. Tomorrow is for all who want to protect their hopefully-compounding net worth from a...

Club Friends, I often wonder if you're all receiving these emails (if the service I'm using is working for everyone??). I hope so! Will...

I'd love to see yas at our lunch-and-learn sessions on Jan 16th and March 5, Club Friends. The Money Matters Club typically focuses on...

This time of year (big exhale), we all experience a host of endless emotions... they can ruin an otherwise good day and your mental and...

Review these year-end best money practices to keep your financial life in tip top shape. As we get ready to bid 2023 our farewells, I...

I've learned a lot in the past four weeks, almost none of it good, such as: one in four women or one in nine men have experienced some...

You're invited to our year-end party, Club Friends!!! The Money Matters Club's Tuesday, December 5th session will be warm, welcoming, and...

This discussion was written up with TLC to help hard-working people be better equipped to craft their wealth protection strategies.

We discussed quite a few considerations on Tuesday that can help you during your workplace's Annual Enrollment window, information you...

I'd love to see yas at our lunch-and-learn sessions on Oct 17th and Oct 31st, Club Friends. The Money Matters Club typically focuses on...

The markets. Can't live with them, can't live without them. We operate in so many markets on the daily often unconsciously. You're all in...

Been sentimental reading notes, words, and reactions about the "legacy" I left at my former employer: our 'lil Club I started there more...

For four weeks now, lots of you Club Friends keep asking me what early retirement is like. I reply with how giddy I feel, and that...