Have you done a year end review? With the end of another year looming ahead of you, there’s no doubt that you’ll be busy with the holidays […]
Financial planning for longevity You’re probably going to live longer than you think. So, you may very well need save more than you expected! […]
Staying true to financial plans in turbulent times Why is it — that when we are referring to the city just south of Jacksonville on Florida’s Atlantic coast […]
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 […]
Your financial goals are about you, not everyone else My youngest daughter, who is one, has what I would call big kid envy. It doesn’t matter where my older […]
Defining Success I have lots of job titles: Financial Advisor and Branch Manager are two I have at the office. Lizard Catcher, […]
Lesson 27: A “fast forward” example to show budgeting benefits In last month’s blog, we covered one of the most important financial life lessons your child can learn: how […]
The meaning of “dreaming small” In March, I addressed preparing for retirement, but not from a financial stand point. Rather, I wrote about addressing what […]
Todays “signal-to-noise” ratio is out of control Do you follow professional sports? I loved them as a kid, but I’ve lost interest over time. Then again, you […]
Municipal bonds: Are they right for you? If you’ve been investing money for any length of time, you might be familiar with municipal bonds. You may also […]
Diversification strategy for fitness and finance One of the most important parts of investing is the practice of diversification and having a diversification strategy. I can […]
The DISC assessment and your financial personality My work partners recently walked into my office and announced they had completed Innermetrix DISC Plus Profiles, or “the DISC assessment.” Curious, […]
