by Joe Lind | May 1, 2025 | Financial Preparedness
We love Nassim Taleb around here. His idea of “antifragility”—systems that don’t just survive stress but thrive because of it—is a concept that hits home for investors, especially when markets are bouncing around like a toddler after cake. The truth? Your financial...
by Joe Lind | Mar 27, 2025 | Financial Preparedness
Investing in a down market feels like forcing yourself to hit the gym on a freezing morning. You don’t want to do it. It’s uncomfortable. But those tough workouts? They’re the ones that make all the difference. The same goes for investing when the market is shaky....
by Joe Lind | Mar 12, 2025 | Financial Preparedness
Organizing your financial life begins with getting your records in order. But managing the constant flow of new documents, while also retaining the old, can feel overwhelming. Left unattended, pay stubs, financial statements and tax forms can quickly pile up. Here’s...
by Joe Lind | Feb 27, 2025 | Financial Preparedness
It is that time of year…AGAIN! Tax filings are due and most people wait far too long to get ready. Here is a quick check list of things to start thinking about now. You and your accountant will be happy you started early! Gather inventory of all your tax-related...
by Joe Lind | Feb 25, 2025 | Financial Preparedness
Fraudulent activity rises dramatically during tax season. And with the continued increase of electronic filing, it’s important to watch out for one type of fraud, in particular: tax identity theft. Tax identity theft is a scam in which bad actors steal the...
by Joe Lind | Feb 11, 2025 | Financial Preparedness
On Super Bowl Sunday, it’s easy to get caught up in the excitement of the game—the flashy commercials, the halftime show, and of course, the nail-biting moments on the field. But if you take a step back, it’s clear that getting to the Super Bowl isn’t just about...
