Financial Goals: Your Fourth-Quarter Game Plan for 2026 While many students and teachers returned to school or college earlier this month, it got me thinking about how this […]
Counting on an Inheritance? Read This First One show I’ve loved for a very long time—and still watch today—is Gilmore Girls. The 2000s series is about Lorelai […]
Do Hard Things I love my career as a financial advisor and I am convinced that everything I did professionally in my life […]
Life in the Middle: Finding Perspective in the Sandwich Generation Over the years, I’ve had countless conversations with clients about caring for aging parents, helping children get launched into adulthood, […]
Contrary to Commentary E15 Explore multigenerational wealth and stewardship, from saving strategies to preemptive giving, with insights that blend financial wisdom and real-life stories.
Designing Your Dream Retirement: It All Starts with a Plan One of my favorite books about retirement is “How to Retire the Cheapskate Way,” by Jeff Yeager. I read it […]
The Next Chapter E6 with Michael Walker Explore Michael Walker’s journey to retirement, the financial twists and lessons learned, and how it shapes Lorrie’s approach as a financial advisor.
Have You Lost Track of a Retirement Account? Picture this: You’re driving down a highway, windows down, music blasting, and your arm is hanging out the window. In […]
The Next Chapter E1 In the first episode of The Next Chapter, a former business owner turned advisor shares her personal finance journey and passion for helping others plan for life’s next stage. Listen now.
Jackie, Twain, and the CPI Walk Into a Bar… Jackie Wilson said, …, no, wait. That’s the title of a Van Morrison song. I was thinking of Mark Twain. […]
Happy February! Hello, Greetings and Salutations. Happy Abraham Lincoln (12th), Susan B Anthony (15th), George Washington (22nd), and (belatedly) Punxsutawney Phil (2nd) […]
How Sara Penny Found Freedom Through Hiking and Financial Planning On a recent episode of the “Health and Wealth” podcast, I had the pleasure of speaking with Sara Penny, an […]
