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,...
7 Essential Ways to Boost Credit Score
When my wife and I purchased our first home, we visited a mortgage broker to get our very first mortgage....
12 Financial Planning Tips for 2017
We all make New Year’s resolutions to better our lives for the upcoming year. So, why not make 2017...
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.
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