Author name: Regan Shipp

If you were asked, “How well do you know your financial advisor,” what would you say? While it’s the financial […]

People often struggle with the relationship between their money and their values. Some see money as a necessary evil to

It’s no secret that inflation and recession are dominating the news cycle, and many people are worried about how it

Who would have thought that retirement planning involved so much math? It can be easy to get lost in all

My clients always ask me how I manage my own money as if it’s a secret that I keep to

It’s not about the money you have—it’s what you do with it. This was one of the first major life

A survey of retirees found that 56% of Americans are worried about having financial security in retirement. (1) It’s no