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Jun 7, 20214 min read
5 Questions for Halftime 2021
In my early 20’s I had my first experience with snowboarding. Being from the South, I had zero experience with sports involving snow and...
Sep 14, 20204 min read
Process Is Paramount
Over the holiday weekend, I took up an activity that I hadn’t done in years. I worked on a jigsaw puzzle. The puzzle, a 600-piece global...
Nov 23, 20159 min read
Should Your Kids Inherit Your IRA?
It is often reported in the financial media that Boomers are under-saving for their retirement years, and a significant portion of...
Oct 2, 20152 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...
Sep 24, 20154 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...
May 1, 20156 min read
How to Protect Yourself from Financial Scams
You may not think that financial abuse or fraud can happen to you, but don’t allow yourself to be overconfident. There are too many...
Oct 3, 20144 min read
Will Emotions Derail Your Retirement Plan?
We live in a world that rewards speed. Athletes today need to be faster and more powerful. Service providers must deliver high-quality...
Mar 15, 20143 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 6, 20145 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...
Feb 26, 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...
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