You need a retirement income analysis One of the most common concerns we hear as financial advisors is: “do I have enough money to retire?” Thought […]
The upside of being wrong One of the things I love to read online (usually on Twitter) is when people admit that they have been […]
The value of personal financial planning As I write this blog, I sit in front of the Federal Building in Washington DC. I’m about to start […]
Defining Success I have lots of job titles: Financial Advisor and Branch Manager are two I have at the office. Lizard Catcher, […]
What it really means to be a financial team I have spent the last 8 years or more attending soccer events with my daughter. As many of you know, […]
Budgeting time and money — a finite resource Both time and money are finite. Our lives are constantly changing. This means our lifestyle and our priorities are always […]
Adulting and the wisdom of (middle) age I have now officially been an adult longer than a child, having turned 36 last month. By my calculations I […]
Pivot into the New Year By now, you’ve likely already set your goals for 2019 and may be well on your way to keeping your commitments, those that will shape you to be a better person hence forth.
Watch out for fake charities Well… it’s the season of decorating… and party going… and spending time with family and friends. Of course, if you […]
Dealing with financial stress and unexpected expenses As I sat inside my home on a sweltering Saturday in Florida, I was thinking of one thing: college football. […]
Milestones, purpose, and passion As I drove to work this morning, I was tuned to the Jimmy Buffett channel on satellite radio as he […]
Analysis paralysis, dieting, and dollars I have set out this summer to lose the extra “baby” weight that I gained during my wife’s pregnancy. Yes, […]
