Bonus Blog Part 3: The Impractical/Irrational Spends
I’d like to discuss the impractical, or the irrational, spends as the last leg. I’ll tread somewhat carefully here, as...

Bonus Blog Part 2: The Fulfillment or Happiness Spend
I’d like to focus on part two of my three-part series on bonus dollars. Depending on your financial situation,...

4th Quarter 2019 Market Commentary Video
Diversified CIO Mike Horwath provides insight into the 4th quarter 2019 market commentary in this informational video.
Bonus Blog Part 1: The Practical
A new year is upon us and you know what that means? Bonus time! I’ve found most of my clients...
2019 Year in Review
The turning of the calendar always presents a good time to reflect on the prior year. It gives me...

Some Big Changes Coming! Key Points to The SECURE ACT
While you were celebrating the turn of a new year, there have been some very quiet changes brewing on Capitol...
Top 10 Blogs of the Year! {Which was your Favorite?}
It's been another year (and a labor of love) of successfully writing 52 unique blogs. Since I know you’ve read...
Stop Children What’s That Sound: 7 Things to Stop and Look At
Every year, I like to write a blog to help motivate people into action. Who better to draw inspiration from...
10 End of Year Planning Tips
I feel like Oprah Winfrey doing her big annual holiday show. However, instead of giving away this year’s hot new...
Ghost of Inflation Past, Present, and Future
With the holiday season in the air, I’m brought back to one of my favorite holiday novels A Christmas Carol...
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