It’s been a while since my last blog! During this quarantine, I’ve decided to get back into journaling and blogging, using a first-person voice to keep both you and me entertained. It might feel like you’ve missed an entire season, but we’ll catch up as we go. In the meantime, stay safe and keep washing […]

I’ve been reading a lot about generational wealth transfer recently, especially now that I’m in my late 30s. It’s surprising to see some of my friends still relying on their parents to cover their rent, phone bills, or even luxury expenses like trips. They often justify it by saying they can’t afford their lifestyle otherwise, […]

Have you been dreaming about retirement and making big plans? Maybe you want to visit family, travel, or dive back into your hobbies. One thing’s for sure: you’ll have more time on your hands than ever before. Many retirees find that after a few months of crossing things off their bucket lists, they’re ready to […]

Financial independence is becoming a popular way to describe living without having to work for money, a goal that might feel out of reach for many people. But I’m here to tell you that it’s not as hard or impossible as it seems. With some education and patience, anyone can achieve their financial goals as […]

Hey, it’s been a while since I last blogged! During this quarantine, I’m getting back into journaling and blogging with a personal touch, hoping to keep both you and me entertained. You might feel like you’ve missed a bunch of updates, but I’ll try to catch you up as we go. In the meantime, stay […]

Greg here, and with over 25 years of experience as a money coach, author, speaker, securities litigation expert witness, and financial planner, I’m dedicated to helping you retire with confidence and peace of mind. Beyond my professional credentials (CFP®, CLU®, AIF®, AAMS®), I’m also a certified fiduciary financial planner. When not advising clients, you’ll find […]

**Senior Couple on Desert Road Sitting on Motorcycle** You’ve probably been told throughout your life to save more for retirement. You had good intentions in following that advice, but life happened. Various events caused you to dip into those savings, and now you’re worried you might not have enough for retirement. Now that you’re in […]

Do you enjoy dressing up? It’s time to invest in a few key wardrobe pieces. Even if your clothing budget is tight or nonexistent, there are still options available. Today, I’ll share some great tips on how to dress well without spending a lot.

Watermelon. Corn-on-the-cob. Fireworks at night. With all the excitement, it’s easy to forget that the Fourth of July is more than just another summer barbecue: it’s a reminder that independence is something worth fighting for. For parents, independence is a challenge we face every day. We are responsible for teaching our kids the skills they […]

Logan, a CPA and personal finance expert, started his blog, Money Done Right, in July 2017 after nearly a decade of helping big businesses save money in the corporate world. His aim is to help everyday Americans earn, save, and invest more money. Each year, the FIRE (Financial Independence/Retire Early) movement gains more attention. People […]