Did you get that name out of a Cracker Jack box? “Did you get that name out of a Cracker Jack box?” one of our clients asked. Turns out the name Happier Wealth doesn’t always land well with the Baby Boomer generation. It makes sense. They were raised by parents…
In a world that moves fast and often measures success by titles, travel, and achievements, I’ve come to realize that life’s deepest joys are found in the simplest moments. Not in the big events or the grand milestones — but in the quiet, ordinary experiences that make you stop and…
Are you using a Schmucket List to try to become happier? If you are, then it’s probably not working very well. If you’re unsure what a Schmucket List is, that’s okay—because I invented the term. But I didn’t invent the concept. The concept has been around since the beginning of…
Grandma was wrong, but she was on the right track. She would often tell me that a penny saved was a penny earned. Born in 1922 - she spent many of her formative years in the great depression. She hated to see waste, she talked of eating raw potatoes when…
Making sound financial decisions is critical to both your short-term happiness and your long-term retirement success. But navigating the complexities of finance on your own can be overwhelming, and mistakes can be costly. One bad decision can jeopardize your retirement goals or create unnecessary stress in your day-to-day life. That’s…
Retirement planning is often focused on the future—building a nest egg, preparing for life after work, and ensuring financial security in your later years. But at Happier Wealth, we believe that sometimes the memories of today are worth more than the dreams of tomorrow. After all, happiness isn’t something you…
