Paul Jarvis, CFP® Partner | CERTIFIED FINANCIAL PLANNER™ | Wannabe Pickleball Pro In Phase #1 we focused on Protecting Your Income as a foundational step -- building three months of savings, making sure income protection is in place through disability coverage, and adding umbrella insurance where appropriate. Phase two is where we start to build momentum. To make it more interesting, I’m walking through this phase from Charleston, North Carolina. One of the simplest ways

Paul Jarvis, CFP® Partner | CERTIFIED FINANCIAL PLANNER™ | Wannabe Pickleball Pro For this first phase I want to focus on setting an initial savings goal and get you thinking about income protection and life insurance. To make things more interesting, I am covering the first phase from the top of the Jasper Sky Tram in Alberta, Canada. If you haven't taken a trip to Jasper, put it on your list! We even got to see Grizzly bear 222 and her two cubs (not so little when we saw

Paul Jarvis, CFP® Partner | CERTIFIED FINANCIAL PLANNER™ | Wannabe Pickleball Pro Since so many people have questions about money and how to allocate cash flow, I wanted to put together a series of helpful posts/videos. This is the first video in a series I’m putting together on a financial order of operations. In it, I introduce a 10-phase framework — and explain why the order of those phases matters. It ’s not one-size-fits-all. It’s a way to highlight behaviors and p

It was early November 2009, and I was in Las Vegas with my wife and our friends, celebrating two golden birthdays and cheering on the Minnesota Vikings, who faced the Green Bay Packers. Interestingly enough, it was also Robert Van Winkle's 42nd birthday celebration weekend. In typical Vegas style, I found myself watching my wife play craps at Caesars Palace. I hate gambling mostly because I dislike losing money, but my wife seems to have a knack for winning at Blackjack, and

There's a moment in Footloose —yes, the 1984 dance-fueled drama packed with teenage rebellion and a full-throttle Kenny Loggins soundtrack—that accidentally nails U.S. trade policy. Kevin Bacon's character, Ren, plays chicken with the town bully, Chuck. The showdown? It's a slow-moving game on tractors. Whoever swerves first loses. Ren, ever the rational one, tries to bail—only to discover his shoelace is caught on the gas pedal. So, he keeps going—not by choice, but because