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Why Successful Financial Planning Is Best Left To the Kids

Lessons from kids Why are kids able to learn so quickly?  Think of all that kids do to grow, evolve, and develop during their “formative years”. In just a few short years, from the time they’re born to the time
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Baby Boomers and Digital Assets

How many password-protected accounts do you have? If you keep mental inventory, use a password manager, or have a written record of your passwords (which […]
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What Investment is Right for You?

How many options are too many? What investment is right for you? Investing in 2019 is probably as confusing as it’s ever been. You have […]
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What’s the difference between a financial advisor and financial planner?

It seems each week the financial industry comes up with a new term, or recycles an old one, of what we should call ourselves.  Financial […]
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Shortfalls of the 401(k)

If you work for a large company, you may have a 401(k).  It’s that account that you pay into every pay period that the company […]
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Is the economy slowing down?

Every day we’re bombarded with headlines filled with buzzwords like tariffs and trade wars. Geopolitics and socioeconomics. Throw in the occasional wild cards of natural […]
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Non-Qualified versus Qualified money

The investment community is a loud and confusing place for the savvy, experienced investor, let alone for someone who’s trying to figure out what’s right […]
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Inheritance Choices: What Will You Leave Behind?

History is full with examples of parents taking actions they believe will improve the lives of future generations. In 1780, then President of the United […]
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Saving for retirement…when you make a lot of money

Save for retirement….invest more….save more….. We hear this constantly as young professionals…Almost anything we read on Facebook, CNBC, or any other source of news is […]
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Paying for College

While your high school student is taking standardized tests, parsing college choices, and raring for graduation, you’ll probably find yourself spending some time with net […]
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Financial Empowerment

I’ve spent a lot of time over the last several months trying to get my arms around our message.   What do we do that’s unique […]
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Here’s where to start if you want to retire early

At a time where so many Americans see “retirement” as a pipedream, it’s hard for most to even imagine a scenario where “early retirement” is […]
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