5 things you need to know about the SECURE Act Several years ago, I made a big decision. I put a home improvement project upon myself without consulting my wife. […]
The SECURE Act may change your financial plans On December 20, 2019, a new bill known as the SECURE Act took effect. This will impact nearly everyone’s financial […]
Financial life lesson: Wanting, owing, and good financial judgment As you progress, together with your kids, through the financial life lessons we cover in Kids & Money, it’s often […]
Using vision boards to pursue your financial goals The new year is upon us, and although we may not keep them — many of us have established goals […]
Hard (but real) advice for aspiring entrepreneurs “If not me, then who? If not now, then when?” That was the motto of The Entrepreneur Club at the […]
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 […]
