From Our President, How to Invest

Target Date Funds: Why I’m not a Fan

A growing fad in 401(k) plans is Target Date Funds (TDF). While these funds serve a purpose for those...

From Our President, Retirement Planning

6 Hacks to Automate Your Financial Life

Life can be a little hectic, so I’ve created 6 hacks to help you automate your financial life and get...

From Our President, Retirement Planning

The Worst Thing That Ever Happened To Your Portfolio

For years, there's been a horrible trend which has prevented more people from achieving their financial goals than any other...

From Our President, Retirement Planning

The 9 Category Guide for Lifelong Spending

“How much should I be allocating to retirement? How much for housing?" We get these types of questions...

From Our President, Retirement Planning

The Secretary for No One: One Woman’s Fascinating Journey through Corporate America

Typically, I blog advice covering the spectrum of our financial lives. Today, however, I’d like to tell a fascinating...

From Our President, Retirement Planning

Advice For Your Children: What To Do With That Early Career Wealth

Many young people need a little guidance and direction as to where they should be focusing their finances. In...

From Our President, Retirement Planning

The Impossible Task: Guessing Right Twice!

When the markets pull back or have corrections, can you time it right to get out at the top and...

From Our President, Retirement Planning

To Itemize or Standard Deduct? That is the Question.

Many have been confused with the new Tax Cut & Job Act reform being implemented for 2018. Previously, I...

From Our President, Retirement Planning

What’s All This Fuss About Interest Rates?

There has been a lot of discussion on the Federal Open Market Committee's (FOMC) plans to increase interest rates. Unfortunately,...

equity award planning Financial Facts, From Our President

Equity Award Planning Part 4 of 4 Strategies for Handling Company Restricted Stock Units

Welcome to the final stretch of this 4 part blog series on equity award planning. Learn more about equity...

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