Lessons from a layoff Nearly 40 years ago, I found myself without a job. The area where I was living had lost several major […]
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 […]
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 […]
Three great options for education savings plans According to CollegeBoard, the average tuition for a private four-year institution was $34,740 for the 2017-2018 school year. As someone […]
Defining Success I have lots of job titles: Financial Advisor and Branch Manager are two I have at the office. Lizard Catcher, […]
Wedding Season In this episode, we start a three-part series called “Death Do Us Part – Unless You Get A Divorce First” where we...
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, […]