Financial Planning process: discovery, ideas, execute, and monitor.

Financial Planning, Part II Emergency Funds, Major Purchases, Intermediate, Nest Egg, and Legacy.

The financial planning process builds a moat around your financial "castle." However, there are 3 barbarians that are coming to attack your castle: Taxes, Healthcare, and your Behavior.

An in-depth conversation with fellow LPL Financial Advisor, Ryan Stark, about advanced planning techniques for the highly compensated.

An in depth look at what it takes to recover after a market decline. For example, if I lose 50%, I will need a 100% return to get back to even.

Learn about the different savings programs available to save for college and the pro's and con's associated with each.