By Thom Hennelly, CPA, CFE, MAT

As of writing this, I’m rereading what I believe is my favorite book, “Tuesdays with Morrie” by Mitch Albom.  Quick summary: The author, Mitch, finds out his old college professor, Morrie, is slowly dying from ALS, and they decide to meet every Tuesday to discuss life’s bigger themes and how dying has impacted Morrie’s reflection […]

Dumbledore was probably the first to open my eyes to a different way of approaching my greatest fear. Initially, I titled this issue Albus Dumbledore, the Greatest Financial Coach There Ever Was, but it felt like a bit of a stretch. While seemingly omniscient, I don’t remember Dumbledore doing much teaching as it pertains to

This is one of my favorite statistics of all time: “65% of Americans believe they are above average in intelligence…” A little odd, isn’t it? I feel conflicted myself considering I would have fallen in that same 65% group had I been in that study… I think it’s mostly a result of human nature. More often

All of us have a relationship with money. This is unavoidable because of how integrated it is with our everyday lives. The spectrum of relationships is vast, stretching from avoidance (yes, avoiding it completely is still having a relationship with it) to compulsion, where you are in the weeds at all times. From what I’ve

Automating your money is maybe the most beneficial thing you can do for your personal finances. It removes the need for daily decision making, monitoring, can help keep your spending behaviors in check, reduces stress, the list goes on. All it takes is some front-loaded effort and minimal upkeep and you’ll have your money working

Money can feel complicated and overwhelming. Between keeping track of payment dates, when the next paycheck hits, all the checking, savings, and credit cards accounts, retirement investments, and savings goals, there can be a lot of moving parts. And to top it all off, we are human; we are guaranteed to make a mistake eventually:

I started my first full-time job in January of 2022. I remember sitting in the very back of the conference room with all the other new hires—about 25 of us in total, almost all of us fresh out of college. Going through my onboarding tasks, I came across what I knew I would feel most

Wealth, health, and time. Any of the three will bury you if you mismanage them. In my time handling my own finances, I’ve grasped two crucial concepts the most have heard but few understand: time is money and health is wealth. Time is money. They are one and the same—interchangeable currencies. Time never stops and neither