2020 Jazz: Financial Plans Need Flexibility
Want to have a good laugh? I recently took a few moments to review my personal and investing goals...
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Tag: IRA
5 Reasons You Shouldn’t Invest In Bitcoin
If you’ve been paying attention to the talking heads lately, you’ve probably heard something about...
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Can You Afford to Neglect the Details?
I recently read a book by Andy Andrews that was titled The Little Things, and if you’ve...
Read MoreTrump is President-Elect…Now What?
Believe it or not, this will be my second crack at writing this article. After seeing the outrageous reactions that came from the election results, I decided to wait a few more days and reflect on the best way to offer a...
Read MoreCan a Financial Planning Movie Win an Academy Award?
Is it possible for financial planning themes to be at the center of a critically acclaimed film? Most would say, “Not likely.” However, if you throw in a killer script, some bank robberies, and great acting performances, you...
Read MoreCan a Navy SEAL Teach You About Financial Success?
Is it possible to apply leadership and life lessons from the military to your financial life? The answer is a resounding YES. I’ve been in the financial industry long enough to hear some pretty creative metaphors for financial...
Read MoreHow Does Credit Card Debt Destroy Your Savings?
As long as we have people writing about personal finance, we will have people writing about the destructive nature of debt. It’s one of those topics that always seems to be relevant, and it’s discussed from just about every...
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What Can Brazilian Jiu-Jitsu Teach You About Investing?
If you’re reading the title of this article, you’re probably wondering “What on Earth is...
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Market Worries–Some Perspective Is Needed
(Original content written Friday, January 15th to VCA clients) As I was returning from my lunch...
Read MoreShould 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 retirees list running out of money and healthcare costs as their top concerns in retirement. Due...
Read MoreWhy 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 consider it fun or empowering. It doesn’t fill me with financial superpowers or...
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7 Reasons Why Clients Fail At Retirement
Retirement: The land of hopes and dreams and peace and quiet and blissful adventures, right? For...
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