Entrepreneurs drive our economic success It’s amazing how things keep getting easier; you can push a button on your phone or computer and do almost […]
Your New Year financial checklist Before 2019 comes to a close, it’s a good time to run through a financial checklist before the New Year. […]
Celebrating Freedom As I write to you, it is a little over a month until Thanksgiving. Which means, assuming the planets are […]
The problem of financial inertia My father-in-law built a playhouse for my children in our backyard almost 4 years ago. It’s a fantastic playhouse — […]
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, […]
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, […]
