Muhs Wealth Partners

One of the first things we look at with a new client is whether their portfolio still reflects the life they're actually living.

Often, it doesn't. Not because anything is wrong, but because life tends to move faster than the plan built around it. New roles, new responsibilities, new definitions of what matters.

Our job is to close the gap between the plan on paper and the life being lived.

I wrote this today while watching the Intrepid start its loop around the moon's orbit, Muhsing about the parallels between financial planning and flying to the moon.

Your Financial Plan Needs Course Corrections Too muhs.ca

Sam Slauenwhite's latest blog post discusses the cost of inaction. Also the benefit of having a financial planner not only to organize and consolidate your financial life but coach you through complex financial decisions.

The Cost of Waiting A Different Kind of Mistake Most people, when they think about financial mistakes, imagine a bad decision. A poorly timed investment, a stock that didn't work out, or a strategy that underperformed. Those mistakes are real, and they deserve attention. But early in my career, I've started to notice a...