Financial Planning

Empty restaurant table with a leather-bound folder and a pen, suggesting a sales meeting setup

The Free Steak Dinner and Other Tells

Nineteen years of doing this and I can tell within about four minutes whether the person across the table is being advised or being closed. You sit down across from...

Colorful piggy bank illustration representing intentional household budgeting

Saying Yes On Purpose 🐷

4 min read Almost half of Americans don’t have a budget. Not because they’re bad with money. Because the word “budget” has a branding problem. It sounds like a diet....