The beauty of compound interest is that your interest begins to earn interest. Over a 30-year period, the compound interest option would provide over $1.2 million dollars of income.

My core values are funded by saving. My core values are my “why” I save. What happens if something tragic goes wrong?

The magic is in “the planning.” Planning is the ongoing relationship between yourself and your financial planner where you are consistently tweaking and updating “the plan” to simply be less wrong.

Strong Growth – growth that you can count on. Both durable and predictable.

The 529 is very efficient when used for qualified educational expenses. In fact, I believe it is the superior option to save for college.

When it comes to your own money, it is almost impossible to be objective. The powerful emotions of fear and greed create a powerful dynamic that often leads to sub-optimal investment behavior. Even financial planners are best served by having someone else manage their money.