All plans are full of assumptions and flaws. So where’s the value? Read More
Don’t Be A Minimalist
I think most of us can get behind the statement of living below your means but it doesn’t take a barely adequate lifestyle to retire or to stay retired. Read More
Baby Boomers Will Destroy the Market?
As baby boomers rush into retirement will they destroy the market? Read More
Less Taxes, More Money
How Much Should I Pay My Advisor
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
5 Investing Tips for March Madness
March Madness is here again and I want to take these 5 steps to investing and help you win your Bracketology. 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
