by Joe Lind | May 11, 2026 | Investing
Let’s be honest. If money sits in your checking account long enough, it’s going to get spent. That’s not bad discipline…it’s just human nature. That’s why one of the most effective investing habits is also one of the simplest: pay yourself first. When investing...
by Joe Lind | May 6, 2026 | Nearing Retirement
Insurance isn’t exciting. No one brags about it at a dinner party. You don’t check its performance on your phone. But some of the most effective financial plans lean heavily on good old-fashioned insurance. Here’s the mistake people make: they treat insurance as a...
by Joe Lind | Apr 10, 2026 | Uncategorized
Imposter scams are growing fast, and unfortunately, they are getting more convincing every day. They no longer look like obvious fraud attempts from a random email address. Today’s scammers often pose as trusted investment professionals, well known financial...
by Joe Lind | Mar 14, 2026 | Uncategorized
Given the amount of buffalo wings and Skyline dip we are all going to eat during March Madness, this feels timely! We spend a lot of time talking about markets, returns, and strategies. But one of the biggest drivers of financial success rarely shows up on a...
by Joe Lind | Feb 13, 2026 | Uncategorized
Childcare is one of those expenses that doesn’t politely fit into a budget. It shows up loudly, takes up space, and forces real trade-offs — fast. For many families, childcare costs rival or exceed a mortgage payment. That impacts cash flow, savings rates, and how...
by Joe Lind | Feb 7, 2026 | Investing
If you watch enough financial news, you’d think tariffs wake up every morning with one goal: messing with your portfolio. Market down today? Tariffs. Market nervous? Tariffs. Market up? Somehow… still tariffs. Here’s the part that often gets lost in the noise. Markets...
by Joe Lind | Jan 29, 2026 | Financial Preparedness
February isn’t just the shortest month of the year—it’s a financially clean slate season. And unlike fad diets or gym memberships, a money reset actually sticks when you do it right. So here’s your quick, practical, Joe-style Checkup: Update Your Beneficiaries....
by Joe Lind | Jan 15, 2026 | Financial Preparedness
January financial advice often sounds like a really bad fitness ad: dramatic promises, unrealistic goals, and a weird assumption that you suddenly became a new person at midnight on December 31st. Let’s skip the marketing nonsense and talk about what you should...
by Joe Lind | Jan 7, 2026 | Client Service
January is a funny month. It’s the only time of year we voluntarily look backward and forward at the same time. We pull out calendars, make big declarations, and pretend kale smoothies can fix everything. So while you’re in this moment of clarity, here’s a question...
by Joe Lind | Dec 12, 2025 | Financial Preparedness
Every January, people make big resolutions — get fit, save more, eat better. And by February… well, the gym parking lot’s empty again. Here’s the secret: it’s not about setting bigger goals; it’s about starting earlier and keeping them real. If you wait until January...
