Resources and Stories for Real People

Our financial blog offers valuable information on wealth planning and investment management and provides perspectives on how to communicate more effectively and get organized when it comes to finances.

The Little Things We Do Really Matter
Blog
Walter Wisniewski, CFP®

The Little Things We Do Really Matter

It’s the little things you begin with that matter most! The wisdom found in the Tao Te Ching says the long thousand- mile journey begins under one’s feet by taking small steps! If you are hiking and climbing a mountain you take one little step at a time. It is unrealistic to think you can physically run to the top.

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Become a Financial Superhero
Blog
Walter Wisniewski, CFP®

Become a Financial Superhero

With all the hype about the latest Avengers movie, it got me thinking about how we all can become superheroes in our every day lives. You may already be a superhero to your spouse, to your kids, but how can we become financial superheroes? Fidelity did a study a number of years ago. They looked at all of their accounts

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Déjà Vu All Over Again
Blog
Walter Wisniewski, CFP®

Déjà Vu All Over Again

INVESTMENT FADS ARE NOTHING NEW. WHEN SELECTING STRATEGIES FOR THEIR PORTFOLIOS, INVESTORS ARE OFTEN TEMPTED TO SEEK OUT THE LATEST AND GREATEST INVESTMENT OPPORTUNITIES. Over the years, these approaches have sought to capitalize on developments such as the perceived relative strength of particular geographic regions, technological changes in the economy, or the popularity of different natural resources. But long-term investors

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Transforming Our Retirement Landscape
Blog
Walter Wisniewski, CFP®

Transforming Our Retirement Landscape

HOW DO WE KNOW IF WE WILL HAVE ENOUGH SAVED FOR RETIREMENT? Over the last few decades, more and more workplaces left the traditional pension-retirement, and changed over to a more individually focused retirement plan, with the emergence of 401(k)s. Less responsibility is placed on the employer to ensure their employees have enough for retirement, and more responsibility is put

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Changing Your Perspective- 4 Reasons Why 2018 was the Best Year in History
Blog
Walter Wisniewski, CFP®

Changing Your Perspective: 4 Reasons Why 2018 was the Best Year in History

It’s easy to see everything that is going wrong in the world. In fact, it would actually be challenging to read through a newspaper or turn on the news without being bombarded by all things terrible: political unrest, global warming, contaminated foods, disease outbreaks; the list goes on and on. On top of that, our brains tend to focus and

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The Millionaire Within

The Millionaire Within

Intelligent financial decision-making is not about money. It’s about emotions, behavior, and unleashing the power that lies within you.

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