Inspired by financial adviser Robert Szigeti’s recent Kiplinger piece Full disclaimer below, shortened disclaimer here: This post provides general educational information only and is not intended as financial, investment, or tax advice. Consult with a qualified professional before making any financial decisions. For personalized financial planning or investment advice, please contact Blueprint Investments and Tax Planning. Be honest — when retirement planning feels overwhelming, do you react more like Scotty (“I canna hold her together much longer, Captain!”) or Spock (“Fascinating. Here is the logical sequence of events.”)? Most of us are Scottys. WeContinue reading “Live Long and Prosper: Why Your Retirement Plan Needs More Spock”
Category Archives: Financial Coaching
Gotta Catch ‘Em All: The Pokémon Approach to Building Your Financial Portfolio
Full disclaimer below, shortened disclaimer here: This post provides general educational information only and is not intended as financial, investment, or tax advice. Consult with a qualified professional before making any financial decisions. For personalized financial planning or investment advice, please contact Blueprint Investments and Tax Planning. Why your investment strategy should work like a well-balanced Pokémon team What If Building Wealth Worked Like Building a Pokémon Team? Here’s a question most financial advisors would never ask: What does a champion Pokémon trainer and a successful investor have in common? Everything, actually. Think aboutContinue reading “Gotta Catch ‘Em All: The Pokémon Approach to Building Your Financial Portfolio”
Consumer Debt Reaches $18.20 Trillion: What You Need to Know
The numbers are in, and they’re sobering. According to Equifax’s National Market Pulse report released February 24, 2026, total U.S. consumer debt reached $18.20 trillion by the end of 2025 — up 3.7% from a year earlier. Credit card balances alone hit $1.12 trillion, and the data shows a troubling “K-shaped divide”: higher-income consumers areContinue reading “Consumer Debt Reaches $18.20 Trillion: What You Need to Know”
Trading Cards to Trading Stocks: What Pokémon Taught Me About Investing
The surprisingly solid financial lessons hiding in your childhood card collection This post provides general educational information only and is not intended as financial, investment, or tax advice. Consult with a qualified professional before making any financial decisions. For personalized financial planning or investment advice, please contact Blueprint Investments and Tax. That Holographic Charizard Taught You More About Money Than You Realized Remember the thrill of opening a fresh pack of Pokémon cards? The hope that this pack—this one right here—would contain that rare holographic card everyone wanted? That feeling? That’s the same rushContinue reading “Trading Cards to Trading Stocks: What Pokémon Taught Me About Investing”
The Hidden Connection Between Marketing ROI and Financial Health
Over the past several posts, we’ve explored the art and science of content marketing. We’ve celebrated powerful storytelling from brands like Dove, Nike, and Vitality. We’ve dug into measuring ROI and making data-driven marketing decisions. But here’s something I’ve noticed working with small to mid-sized business owners: the same discipline that makes marketing successful isContinue reading “The Hidden Connection Between Marketing ROI and Financial Health”
Why Your Budget Keeps Failing (And How to Fix It)
You’ve tried budgeting before. Maybe multiple times. You downloaded the app. You tracked every coffee purchase for three days. You felt motivated and organized. You were finally going to get your finances under control. Then life happened. An unexpected car repair. A friend’s birthday dinner. The groceries cost more than you estimated. You forgot aboutContinue reading “Why Your Budget Keeps Failing (And How to Fix It)”
