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Are You Lost in a Sea of Information?
One of the most difficult things about the internet is the constant deluge of information. I heard it said very recently that one of the...
Oct 27, 20154 min read
What Can We Learn From A Market Correction?
In the next few days, many investors are going to see their quarterly performance reports for 3Q of 2015. While we financial planners...
Oct 2, 20152 min read
Why Is Budgeting So Hard?
This is an interesting topic, and to be honest, the truth is that even I, a financial pro, hate to budget (gasp!). That’s right, I don’t...
Sep 24, 20154 min read

7 Reasons Why Clients Fail At Retirement
Retirement: The land of hopes and dreams and peace and quiet and blissful adventures, right? For the Baby Boomer generation, retirement...
Jul 10, 20159 min read


Can Your Retirement Survive a Low Return Environment?
What kind of retirement income can you expect if the stock market doesn’t produce the types of returns you’re anticipating? It’s no...
May 26, 20156 min read


HOW TO GET THE MOST OUT OF YOUR 401k RETIREMENT PLAN
It’s no secret that many Americans are worried about financial security in retirement. Recent surveys suggest that the majority of...
Apr 10, 20156 min read


Will You Have Retirement Regrets?
I can still remember the first time I heard a “Retirement Regrets” conversation. It was almost 4 years ago, and my wife and I were...
Dec 11, 20145 min read


The Higher Investment Fees You Might Be Paying
The issue of investment fees and expenses for investors today has become a hot topic in both the media and in the financial industry. I...
Oct 21, 20145 min read
How Should Investors Assess Risk to Improve Decisions?
Although stocks posted blockbuster returns in 2013, many investors opened their year-end statements and found much more modest returns. A...
May 27, 20148 min read
Newly Married Young Couples: Debt Monsters
Does your relationship have debt problems? What does your Debt Monster look like? One of my favorite things to do in my spare time is...
Mar 15, 20143 min read
Newly Married Young Couples: Fighting about Money
“Fools give full vent to their rage, but the wise bring calm in the end.” — Proverbs 29:11 Now that you’re married, your personal...
Mar 6, 20145 min read
Newly Married Young Couples: Your Wedding Day
“I cannot wait to be broke after a few short years of marriage.” –No one ever A Prelude to Your Wedding Day… Let’s play a brief game of...
Feb 26, 20145 min read
How to recruit young, talented Financial Advisors
Apparently, the question “How do we recruit young, talented financials advisors?” was quite the hot topic at the recent TD Ameritrade...
Feb 11, 20146 min read
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