I was stunned when I heard this…
At an industry conference last week, a conversation stopped me [...]
Avoiding Wealth Destroyers
True wealth is not about luxury or status but more [...]
Money Lessons from Shaq!
I recently came across this short three-minute clip from an [...]
Great Expense Tracking / Budgeting Tool for the New Year
My approach to spending / saving strategy with clients does [...]
Health Savings Accounts
Health Savings Accounts (HSA) offer the best of both Pre-Tax [...]
Roth IRA vs. Traditional IRA
As we’re nearing the end of the year some folks [...]
Retirement Planning Series, Part 3: Optimizing Investment Strategy
In this Part 3 of the Retirement Planning Series, the [...]
Retirement Planning Series, Part 2: Sustainable Spending
In Part 1 of the Retirement Planning Series I wrote [...]
Retirement Planning Series, Part 1: Freedom Granted
Retirement planning helps us answer two critically important questions: How [...]
How I Use Financial Projections to Shape Investment Strategy
“…it’s as if there is 30 seconds left in the [...]
