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...
