On the Road to Financial Ruin
Have you ever stopped long enough to notice how many tools we have to assist our road travel these days? From …
Secrets of a Wealth Creator: How to Buy, Borrow, and Pay Smarter
Let’s face it, we all buy things and we will need to buy things our entire life. It’s not necessarily what …
A Matter of Perspective
There once was a blind man who was miraculously given his eyesight. For his entire life he had accomplished everything he …
Qualified Plans: The Hidden Truth
For many people, the term 401k is synonymous with retirement preparation, and sometimes represents the full extent of their preparedness. Such …
Trains, Tickets, and Taxes: All Aboard!
Imagine that there are four people in line to purchase tickets at the train station. One after the other, they each …
Mortgages: Spoiled for Choice
It is likely that during your lifetime you will allocate more dollars to the place you are going to sleep than …
The Golf Caddie Analogy
Throughout the years, I’ve found that people tend to have a wide range of expectations that come to mind when they …
Why My Clients Choose to Work With Me
If you have had any previous experience with a financial advisor, chances are the conversation revolved around how much money you …
Your Personal Economic Model®
One of the tools we are able to utilize when discussing the best course of action to secure your financial future …
Relationships are Fundamental
It’s a funny thing about advice. Everyone seems to have an overabundance of knowing what others should do, and they have …