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Education is a series of building blocks. You learn how to add and subtract before you learn how to multiply and divide. However, when it comes to money and building wealth, there are IMPORTANT steps that are overlooked or ignored. The...Read More
I got a direct mail advertisement from one of the new robo-advisory platforms. "Take the guesswork out of retirement!" It screamed. That's awesome, I thought. So much of the future is uncertain, do these guys know something we don't?...Read More
It's that time. Parents look at their children and realize everything is about to change. Soon, your child will head off to college as teenager, and return as an adult. And for the teens about to embark on this quest, you are likely to...Read More
One of the aspects of what I enjoy about being a financial planner is reviewing my client’s whole financial picture. Do you know a part of the review checklist is whether you have a will in place or not? I am not an attorney but...Read More
Chess is a game of strategy. Each piece possesses different potential. When you see new people playing chess they typically use their strongest piece, the Queen, to maximize its ability. However, as a player becomes more skilled they...Read More
I hear far too often from Millennials that they don't "need" disability insurance because nothing is going to happen to them. -"I'm in great shape and I don't go to the doctor...I don't need disability insurance" -"Nothing like that...Read More
Did you know that total student loan debt in the United States is more than $1.5 trillion dollars*. $1,500,000,000,000. That is nearly double the amount of Credit Card debt that is owed in the US. This debt is a massive albatross that...Read More