Financial Lessons from our Founding Fathers
Discover financial lessons from our Founding Fathers. What financial insight can you learn from Benjamin Franklin?
Purchasing a House: A Great Investment or Huge Financial Planning Mistake?
Owning a house is one of the more tangible milestones of the American Dream. While I strongly advocate owning your...
Roth IRA Conversions: The Single Greatest Legacy Gift You Can Give!
Most Americans dread knowing that the government is eagerly waiting for all those tax dollars you’ve been avoiding for decades....
Understanding the Four Major Types of Annuities
Annuities can be a complicated animal. There are certainly circumstances where they fit a need in one’s life and...
Financial Planning Tips for the Twenty Somethings
Unfortunately, I've noticed a disturbing trend: the lack of financial literacy amongst adults. People need some financial foundations in place...
9 Rules to Optimizing Your Property & Casualty Insurances
Auto and homeowners insurance are two insurances that are often set it and forget it in an individual’s life.
Market Movement & Its Effect on Me
Like any 8 year bull market run, people start wondering and worrying. "When might this end? How does...
Understanding Annuities in 5 Minutes or Less
Despite being one of the oldest investment vehicles out there annuities are still probably one of the most misunderstood investments...
Help! I want to retire…and soon
Retirement. It's a big and scary decision. You typically only get one shot at it and most of your decisions...
The 1% No One Seems to Care About
If I had a dollar for every time a client showed me an array of savings accounts at multiple institutions,...
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