Greg Young, CFP, EA

08/20/2023

After kayaking snack with the girls… Bentley approves this pasta!

07/27/2023

How did markets perform in Q2? Will we see a recession in 2023? We break down what you need to know about the markets and the economy in this quick 5-minute read. Check it out!

Here's what savvy investors should know

07/24/2023

Are you due for a raise? The uncertain economy may have you delaying the “ask” - but now is the time. Here’s a quick video showing your four rules for negotiating your next raise. Check it out!

When it comes to negotiating a raise … especially during tough economic times … follow these four rules to make the "ask" easier.

07/20/2023

Markets have roared back since the 2022 slump, but can we expect volatility ahead? What did savvy investors take away from Q2? What predictions do they have for the rest of 2023? We break it down in this quick 5-minute read.

Here's what you need to know

07/13/2023

The second quarter of 2023 started off with a bang, but can we expect volatility ahead? What happened, and what should we prepare for? We break it down in this quick 5-minute read — check it out!

Here's what savvy investors took away from Q2

06/27/2023

Are you more financially literate than your peers? (lol could be fun) Let’s find out - take this simple 7-question literacy quiz in this newsletter. Check it out!

Take a 2-minute quiz. Find out.

06/20/2023

How much do you know about finances? A basic financial literacy quiz can tell you a lot about what you really know - and what you THOUGHT you knew. Will you do better than the average person? Take a simple 7-question financial literacy quiz in this newsletter and find out!

Discover what you really know about finance.

06/13/2023

Do you know as much about finances as you think you do? It’s never too late to learn - take a simple 7-question financial literacy quiz in this newsletter (it’ll take you less than 2 minutes). Check it out!

Most folks don't score so hot. See how you stack up.

06/09/2023

Life is finally moving toward “normal” in Rhode Island. Normal = Canadian wildfires and macroeconomic mood swings between bull markets and potential recessions! We’ve been in a short-term mode so much... How do we build the long-term mindset we need to pursue long-term success? In this video, I talk about some simple strategies you can use to switch from a short-term mindset to a long-term one. Click to watch!

Tips you can use now for long-term planning

06/06/2023

Most folks can’t get 4 or more questions correct on a simple 7-question financial literacy quiz. How do you measure up? Take a simple 7-question quiz and discover any financial knowledge gaps in this newsletter.

Take this basic quiz & see how you measure up!

05/26/2023

How do you know if a job offer is right for you? The CHAT framework can help you choose between the job that you have and the new offer on the table. Here's a quick video showing you how it works. Check it out!

Before you make a move, consider the CHAT framework.

05/25/2023

Retiring with $1 million has been a huge financial goal for decades - but is it still a good retirement milestone to strive for? Where could your nest egg last the longest? Learn more in this month’s newsletter.

Plan for the big expenses. Know where nest eggs could last longer.