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-Investor Stamina

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-Money Infrastructure

-Chip Conley

-Family Preparedness

-About WFS

-Events

Thursday, January 18, 2024

An article by Chip Conley.  With my book "Learning to Love Midlife" coming out and MEA's Santa Fe ranch campus opening, we will have a bigger stage for influencing the societal lexicon on aging. My bet is that at least one of...

Wednesday, January 17, 2024

Cryptocurrency ETFs trading enters NYSE  Know What You Own Money is trust, forged through social consensus and backstopped by governments.   The role of money is to reliably promote economic activity, encourage the free...

Thursday, November 16, 2023

We understand that the college application process can be both exciting and overwhelming, and one crucial aspect of this journey is visiting potential colleges and universities with your child. While visiting campuses can be an...

Thursday, October 19, 2023

A WFS core philosophy:   Money isn’t everything but money touches everything.  Attitude is everything but attitude touches everything.   Choose calm. Whew!  The growing turmoil of the world creeps...

Wednesday, July 12, 2023

I loved stumbling upon this article that distinguishes between expiring skills and permanent skills. Here’s an excerptRobert Walter Weir was one of the most popular instructors at West Point in the mid-1800s. Which is...

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Thursday, June 15, 2023

Midlife is one of three life stages that “sprouted” in the 20th century. The word “adolescence” didn’t exist until 1904, when society realized that just because you hit puberty didn’t mean you were...

Thursday, June 15, 2023

How I transformed my mindset to maximize healing before, during and after treatment“I have bad news.” First time I heard those words, my heart skipped a beat. The second time was more of a kick in the balls, a mix of agony...

Thursday, June 8, 2023

The college process can be overwhelming, especially for high school seniors and their parents. It is an exciting time, but it can also be stressful and daunting.With so much pressure to get into the "best" schools or the "dream"...

Friday, May 26, 2023

It is important to have the dreaded money talk with your child when it comes to college. You must sit down with your child and talk about what you are comfortable contributing to their college costs. You want to ensure early on...

Tuesday, May 9, 2023

Solo aging: Eyes wide openAging comes to us all. What makes solo aging different is the need to be more proactive about arranging for help. Twenty-two percent of older adults acknowledge they will need to take care of themselves. (Even...

Monday, March 6, 2023

About WFS: What to expect from a Certified Financial Planner, CFP®

Monday, March 6, 2023

We became interested in this topic after an office colleague reported on his frustrating parental week-end.  The 13 year old daughter had a meltdown/tantrum argument with her mother.  Dad...

Tuesday, February 21, 2023

We all live with the normal continuum of change and then there are the big, life-changing events.  It might be unexpected changes in health, relationships, and career that impacts life going forward. Some call them...

Tuesday, February 21, 2023

A CFP helps you anticipate your good life ahead. You lay out the life that you hope to live with the resources you expect to have.   Each year you visit your plan to see how your savings, investments match your spending for your....

Wednesday, February 1, 2023

2023 Financial Fitness Checkup Now is the perfect time to look at various aspects of your life and develop a plan to improve your financial fitness. Below you’ll find a list of questions that may have an impact on your financial...

Wednesday, February 1, 2023

What’s Working Now: Take a measured approach with widows. Like others facing huge life transitions, widows are experiencing heavy anxieties that may cloud their decision-making. This advisor’s nuanced approach...

Monday, November 28, 2022

What are the categories of responsibilities for a well organized financial life?  What are the key skills that need to be developed over time?  What tasks need to be addressed to increase stability and security?  These...

Wednesday, November 2, 2022

Are you a modern elder? A quiz.As I learned at Airbnb at age 52, where I was twice the average employee's age,you can become an elder at virtually any age. A pro athlete, a software engineer, adigital marketing whiz kid, and a fashion...

Tuesday, March 1, 2022