Answering The Six Big Questions

One of my biggest pet peeves about the financial planning industry is the desire to make the process sound complicated. The vast majority of...

Financial Planning Manifesto

If I had to choose a word to summarize 2022, it would be … challenging. The U.S. stock and bond markets were both negative for the first time since...

How Much Should I Be Saving For Financial Independence?

You just won the lottery! Now, you have $2 million to your name, well you'll have to pay taxes, but your ship has come in! Time to tell the boss...

Protect Your House

Financial Planning is so much more than just investing. People often think that a Financial Advisor exists mostly to generate a rate of return. Sure...

Why Are You Contributing to A Retirement Plan?

Your retirement plan has many benefits. Your CPA's favorite is likely the tax break you get when you invest in your traditional IRA or your 401k at...

If You Had a Million Dollar Idea, Could You Fund It?

Where do you go when you need to access money? I think it is paramount in any great financial plan that you proactively think about “access.” But, I...