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Financial Claustrophobia

Kevin Janiec, CFP® MBA With things becoming so much more expensive, investment portfolios down, and interest rates up, people have expressed the feeling of “Financial Claustrophobia.” The feeling might even have you second-guessing your decisions and wondering whether you are prepared enough for such conditions. In this video, Kevin describes how it is natural to […]
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What are Series I Savings Bonds?

By Kevin Janiec, CFP®, MBA You have likely heard plenty about the current inflation environment. However, you might not have heard much about Series I Savings Bonds (I bonds).  Here’s a timely FYI on what I Bonds are and how they work: I bonds are inflation-protected, interest-bearing savings instruments that are purchased directly through the […]
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Q1 2022

Quote: “There’s magic in breaking down big, hard, scary goals into attainable pieces.  ‘What’s the next smallest thing I can do?’  That’s the question you’re trying to answer.”  – Carl Richards, author of The Behavior Gap  Book As leaders in your families and communities, if you’re a rigorous thinker and you’re not satisfied with the status quo, […]
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