Topics
Topic:
Financial Literacy & Fundamentals
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Horton Hears a Hyperscaler: What a bedtime story taught me about AI investing
My kids and I have read Horton Hears a Who! more times than I can count. It’s become the go-to bedtime pick in our house, partly because the story is wonderful and partly because it clocks in at about 30 minutes flat. My wife recently confessed that she reads every third page when it’s the…
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Hobbies in Retirement: Planning for the Everyday
When we talk about planning for retirement, the conversation almost always starts with the finances. Do I have enough saved? Will my income be reliable? Can I travel, help family members, or give generously? Those are important questions. But there’s another one that tends to get pushed aside—and it may matter just as much: What…
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The Rise of Financial Independence for Women: Rewriting the Rules of Wealth and Retirement
For generations, financial planning followed a fairly predictable script: get an education, build a career, get married, raise a family, then retire. Today, that script is being rewritten. Women are marrying later than previous generations, and a growing number are choosing not to marry at all. As a CFP® who spends most of my time…
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What Lubbock Quietly Teaches About Wealth
After years of working with families in Lubbock, we’ve come to appreciate something that rarely gets said out loud: wealth is not just what you accumulate. It is what your environment allows you to keep, experience, and enjoy. And in that sense, Lubbock has a way of teaching lessons that extend far beyond financial planning.…
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What’s for Dinner? The Power of a Weekly Planning Reset for Your Family—and Your Finances
“What’s for dinner?” It’s the question that shows up every single day—usually right when life feels the busiest. Sometimes I wonder how we ever managed family life and work life before the days of online ordering and curbside pickup. Back then, dinner didn’t just mean cooking—it meant carving out time to walk the grocery store…
