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...