Are You Willing to Accept the Certainty of Uncertainty?
Who thinks they know where the stock market is heading for the rest of the year? Anyone have President Trump figured out...
Read More
5 Considerations When Loaning Money to Others
Life throws us curveballs. And sometimes, we need help after striking out. I’ve come across a few situations recently...
Read More
5 Questions to Ask Yourself About Insurance in Retirement
Most clients of ours have made plans for their estate and documented them in their Will and through beneficiary...
Read More
You’re Off Course 97% of the Time? Control Your Direction
I read an interesting statistic that said when a plane from New York takes flight to Los Angeles, it ends up being off...
Read More
Can Personal Finance Really Be Interesting?
Someone recently asked me how I got into personal finance. In the back of my mind I chuckled a little bit because after...
Read More
5 Tips to Help Money Last Until You're 100
Every year I like to read the results of the “Retirement Confidence Survey” which aims to gauge the views and attitudes...
Read More
5 Ideas to Prepare Children for Wealth
My oldest child turns 11 this week!!!! Is he really getting closer to being an adult than a kid? Not only is he starting...
Read More
5 Things to Do, Financially, Before You’re 50
For many, the summertime means having a looser schedule and “longer days” with more daylight to get things accomplished...
Read More
9 Ideas to Make Your Summer More Financially Friendly
I’ve often said that budgets never work, but the commitment to trying is better than nothing. While we are big picture...
Read More
SEC's Decision Hinders the Transformation of Financial Advice
I saw very little news coverage this week on the Securities and Exchange Commission (SEC) approving a variety of changes...
Read More
My Work Was My Identity. Now What?
In my experience, many of my clients have thought of retirement as retiring away from something. No alarm clocks or long...
Read More
Financially Sandwiched Generation
For some of my clients, the “accumulation years” (namely the years just before retirement) have become a time of...
Read More
