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,...
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?
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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