Blog Post

Mid-Year Check In
There has certainly been a lot of volatility in financial markets during the first half of the year. Yet, financial markets have flourished despite ongoing

Everything You Need to Know about Trump Accounts
With the July 4th launch of the newly created Trump accounts, we wanted to share our thoughts on what they are, pros and cons, and

What About Gold?
Gold has had terrific run in recent years. Since 2020, gold has appreciated 200% while U.S. stocks appreciated around 100%. Naturally, many people have started

Geopolitical Conflicts and Financial Markets
As everyone is aware, a new geopolitical conflict occurred with the US and Israel coordinating strikes against Iran. Iran retaliated launching a series of missiles

Protecting Yourself from Digital Pickpocketing
If you’ve read my bio on the Life Planning Partners website, then you know I love live music and going to concerts. At a recent

Living Your Best Life Through Cash Flow Planning
https://lifeplanningpartners.com/wp-content/uploads/2025/12/Life-Planning-Partners.mp4