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 | 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...
by Joe Lind | Dec 8, 2025 | Financial Preparedness
We spend November and December stressing over what gifts to buy, but here’s one that doesn’t come in a box: clarity. Financial clarity might not have a bow on it, but it’s one of the best gifts you can give yourself and your family. And right now — before the holidays...
by Joe Lind | Nov 30, 2025 | Financial Preparedness
Every December, I see it happen: the financial equivalent of the last-minute shopper sprinting through the mall on Christmas Eve. Year-end planning becomes a mad dash — required minimum distributions, tax-loss harvesting, charitable giving, and everything else you...
by Joe Lind | Nov 14, 2025 | Financial Preparedness
Every year around this time, I start having the same conversation with a lot of folks: “Joe, do I really have to take my RMD this year?” And the answer, as much as I’d love to sugarcoat it, is yes — the IRS doesn’t make exceptions just because you’re busy with pumpkin...
