42% More Likely to Succeed? Write Down Your 10 Financial Goals for 2025!

Dear Mr. Market:

Ah, the start of a new year—the smell of fresh planners, gym memberships, and resolutions destined to be abandoned by February. But not this year. Not for you. Why? Because when it comes to financial planning, you’re ready to write it down—and studies show that writing down your goals makes you 42% more likely to achieve them. So, grab that pen and let’s get to work. Here’s your top 10 financial planning checklist for the new year.

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Die with Zero: A Financial Planner’s Paradigm Shift in Paradise

Dear Mr. Market:

A few weeks ago I took a long weekend for a getaway with my wife to our favorite place. As empty nesters we have this opportunity every once in a while so after spending a serene few days on the beaches of Maui, I finally took the opportunity to dive into Die with Zero by Bill Perkins. As someone deeply entrenched in financial planning and chronologically standing on the threshold of pre-retirement, the book was more than just a leisure read—it was a revelation.

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