What Happens When a Financial Decision Comes Before a Moral Decision
March 26, 2024
Evan brings a column from MoneyWatch that talks about what happens when people get
After 2020, Americans Want a Different Kind of Retirement
March 25, 2024
A survey shows that most Americans don’t see retirement as a time to kick
The Industry Is Profiting From Young Investors Who Want To Make a Difference
March 22, 2024
Jim at the Goodlettsville office sent Paul a summit for younger investors held by
This Inheritance Turned From a Gift Into a Nightmare
March 21, 2024
If you’re going to go through the trouble of doing estate planning, you need
Staying Sharp in Your 80s and Beyond
March 20, 2024
Taking care of your mind and body are two of the most important parts
Slowing Down to Think About Your Purpose for Money
March 18, 2024
Paul, Evan, and James talk about how quickly conversations about money and purpose come
What Is Holding You Back from Financial Health and Retirement Planning?
March 12, 2024
No one likes to be stressed about money and the future, but most people
The American Dream Experience: Building a Roadmap for Life and Money
February 28, 2024
Having a plan and knowing yourself well enough to follow through is the
One Reason Heavy Media Consumption Is So Dangerous
February 23, 2024
Is it possible that being at a bombing could be less traumatic than hearing
Interview with College Financial Aid Counselor, Jacob Lagesse (Part 2)
February 20, 2024
Paying for college is often the biggest financial decision that a family has to
Interview with College Financial Aid Counselor, Jacob Lagesse (Part 1)
February 19, 2024
Paying for college is often the biggest financial decision that a family has to
Starting a Foundation for Charitable Giving Might Be a Bad Idea
January 26, 2024
Paul had someone approach him who was curious if they should set up a