Lessons from the Trail: The Three P’s

Every year, thousands of hopeful hikers set out to conquer long-distance trails like the Appalachian Trail, Pacific Crest Trail, or Continental Divide Trail. With high spirits and grand ambitions, they march into the wilderness, packs stuffed with gear and dreams of transformation. Yet many are forced to quit early—not because of injury or lack of […]

From College Counselor to Certified College Financial Consultant: A Full-Circle Moment

Continuing education has always been important to me. As a career changer with a Master’s degree in Counseling, I’ve always enjoyed learning and strengthening my knowledge—whether that’s exploring different counseling theories or diving into the intricacies of new tax laws. That mindset is what led me to pursue the Certified College Financial Consultant (CCFC) designation. […]

Lessons from the Trail: The Glittery Burden

While thru-hiking on the Appalachian Trail in Georgia I noticed shimmery gold rocks the second day of my hike. These particular rocks were gorgeous…more sparkly and glittery than any other I have seen in nature. These rocks would be a beautiful addition to the prominently displayed rock collection in my living room. Throughout the next […]

Lessons from the Trail: Financial Planning – Life’s Shakedown Hike

In the world of long-distance hiking, a “shakedown hike” is a short test run where hikers assess their gear, fitness, and preparedness before committing to a full thru-hike. It helps identify what’s essential, what can be left behind, and what needs improvement—ultimately reducing the hiker’s risk and improving their success on the trail.  Financial planning […]

10 Things to Consider When Moving Abroad

Moving abroad from the United States is an exciting opportunity, but it’s essential to plan thoroughly to ensure a smooth transition. Here are 10 key considerations to keep in mind, illustrated with specifics from popular destinations like Spain, Costa Rica, Italy, and Portugal. 1. Consider Your Target Country’s Visa and Residency Options and Requirements Working […]

Five Tips to Get the Most Out of Working With a Financial Advisor

If you are navigating a busy professional or family life, chances are you have reached a point where “doing it all” when it comes to your finances no longer makes sense. Our peak earning years often coincide with our peak busy years – and in this season of life, managing our financial life becomes increasingly […]