Healthcare Savings Accounts: Financial Planning’s Best Kept Secret
Healthcare Savings Accounts (HSA) are often misunderstood and very much underutilized. So how do they work? And, what the heck...
The Only Two Credit Cards I Use!
On a weekly basis, I get this question from clients and friends alike: "Which credit card should I use?
Three Good Strategies for the Charitably Inclined
There are many ways to make charitable donations, but this post will focus on three simple and proven methods.
How Much Life Insurance Do I Need?
It’s a common question: How much life insurance should I have? The answer; unfortunately, isn’t an exact science. However, I’d...
When to use Term Insurance Versus Permanent insurance
Many new clients (as well as most everyone else) are underinsured when it comes to life insurance. Being underinsured...
To Roth Ira, or Not, to Save Income Tax
The world is full of great questions. Some can’t be answered: what was first, the chicken or the egg?...
5 Keys to Unlocking Wealth
I’m often asked why financial planning is best accomplished when handled as a lifelong relationship. The simple answer? ...
12 Estate Planning Mistakes to Avoid
Talking about one’s own mortality, or the mortality of a loved one, is not something anyone really ever wants to...
Back to the Future of Social Security
With the ever decreasing world of defined benefit pensions, one of the most frequently asked questions I get is “what...
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