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Simplify Your Life

"Any darn fool can make something complex. It takes a genius to make something simple." – Pete Seeger

I am on a mission to simplify my life. For the past quarter century, I have been laser-focused on helping Coffeehouse Investors streamline their portfolios. That same energy doesn’t always extend to other dimensions of my life. Over the past few weeks, I have spent some time reflecting on how I can embrace simplicity, not just in my investment portfolio, but in all corners of life.

Simplicity brings clarity, reduces stress, and allows us to focus on what truly matters. Here are four key areas I am focusing on to untangle my life in this new year.

PRIORITIZE WHAT IS IMPORTANT

Take a moment to reflect on what truly matters to you. Is it spending quality time with loved ones, pursuing a passion, or improving your health? Identify your top priorities and let them guide your decisions. By focusing on what’s important, you can eliminate distractions and create a more meaningful life.

DECLUTTER YOUR PHYSICAL SPACE

A cluttered environment can lead to a cluttered mind. Start by clearing out unnecessary items from your home. Donate, recycle, or discard things you no longer need. This not only creates a more peaceful living space but also helps you appreciate the things that truly add value to your life.

SIMPLIFY YOUR SCHEDULE

Our calendars can become just as cluttered as our homes. Review your commitments and see what can be reduced or eliminated. Prioritize activities that align with your values and goals and make time for rest and relaxation. By simplifying your schedule, you create more space for spontaneity and joy.

CREATE SPACE TO DAYDREAM    

In our busy lives, we often forget to dream. Allow yourself some unstructured time to think about the aspects of your life you want to accentuate. Whether it’s planning a future trip, starting a new hobby, or simply imagining a different path, daydreaming can be a powerful tool for personal growth and fulfillment.

Less Noise, More Action

As you embrace simplicity in these areas, you may find that other aspects of your life naturally become more focused and purposeful. Let’s make this year a journey towards a simpler, more fulfilling life.

I have met with countless investors who could benefit from a simplified approach to financial planning. Is that you? If so, take action and connect with me on a complimentary strategy call* and let's discuss ways to get you on track this year.

© 2025 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. The Coffeehouse Investor is an educational platform provided through Edelman Financial Engines, LLC. Any educational content is for informational purposes only and does not constitute investment, legal or tax advice. Third party content and links should not be construed as an endorsement of any services, products, guidance, or points of view outside Edelman Financial Engines. All examples are hypothetical and for illustrative purposes only. Any advisory services are provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Certain services are available on an educational and guidance basis only. Results not guaranteed. More information on Edelman Financial Engines and its services may be found here. AM4126830