No matter what you think no financial advisor works for free. There is not a huge difference on the fee most financial advisors make but there is a huge difference between what financial advisors do for that fee. Read More
Tempted to Lie to the IRS
Its that time of year you are tempted to lie in order to get a larger refund or pay less. Is it worth it? Read More
Straight Talk About Fiduciary Rule
You can’t legislate bad behavior but you can definitely use these steps to better protect yourself. Always work with a fiduciary. Read More
Building the Puzzle
Accumulation is easy but when you cross into the world of distribution everything you did before has to fit together to complete the puzzle. Read More
Love the Luck
Even though planning provides greater control of your outcomes and allows us the ability to be prepared, sometimes things happen that are pure luck. Embrace it. Read More
Planning for a Hail Mary Retirement
Sometimes its hard to make up for lost time, however, you often have options. Here is a few things to consider if you haven’t saved enough or anything for retirement. Read More
Elections and Your Portfolio
Elections are always crazy but this time around its definitely out of control. However, we have two candidates whose ideologies couldn’t be more different so how do you protect your portfolio and your retirement. Read More
Unravelling Money & Remarriage
Getting remarried can lead to a host of financial complications. Here are some tips to to build a solid foundation. Read More
Taxes & Long-Term Care; 2 Other Uses for Life Insurance
Do you need life insurance in retirement? Well here are 2 great uses for life insurance to take advantage of during your retirement. Read More
Are You Better Off Dead?
In some cases you may be actually better off financially to have a spouse die than to go into a nursing home. Here is a case that I continue to see over and over again. Read More
