How I Apply the Same Financial Advice I Give My Clients
I don’t just talk about financial planning—I live it, using the same strategies I recommend to help our family stay focused, flexible, and intentional with money.
I don’t just talk about financial planning—I live it, using the same strategies I recommend to help our family stay focused, flexible, and intentional with money.
Today’s dads are redefining what it means to provide—balancing caregiving, planning, and legacy—and financial strategies should evolve to support that bigger picture.
With major tax changes still on the table for 2025, we’re breaking down what’s being proposed, what it could mean for your plan, and why now is the time to prepare—whether legislation passes or not.
This blog will feature more short financial lessons and pieces of advice from famous dads.
This blog explains how much you should save in an emergency fund based on your financial situation, job stability, and lifestyle. It provides practical tips on building and maintaining a safety net to handle unexpected expenses confidently.
With a bit of time to prepare, you can enter the second half of the year feeling financially confident and on track to meet your goals.
