Financial Planning

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Dec 22, 2020
3 min

Time…Is on My Side

Yes, it is. And time is on your side, too, when it comes to building wealth. More than you probably know. There are three ingredients in ...

Dec 8, 2020
3 min

Learn From the Best

Let’s say you’re a college quarterback looking to make it to the next level. You know you need to hone your game, put in the reps and the...

Nov 24, 2020
3 min

Do You Need a Financial Advisor?

I was meeting with a potential client the other day, and the individual asked an insightful question. It’s one that I’m guessing others s...

Oct 27, 2020
3 min

Money Mind

We are born into this world with certain predispositions, natural ways of thinking and acting. This is obvious when it comes to personali...

Aug 26, 2020
3 min

Money on the Mind

Some things in life are constant. Worrying about money, I’ve learned, is one of them.

Aug 12, 2020
3 min

Can’t Buy Me Love

When The Beatles released Can’t Buy Me Love in 1964, they told adoring fans around the world that money wasn’t everything.

Jul 29, 2020
3 min

What the Future Holds

I’m worried. My worry does not relate to our current state of affairs, it's the government's reaction to them that concerns me.

Jul 15, 2020
3 min

The Incredible Shrinking Interest Rate

It is no secret. Interest rates have shrunk to microscopic levels.

Jul 1, 2020
3 min

Is Working Worth the Benefit?

In meeting with someone recently, they asked a wonderful question, “Is working worth the benefit?” The benefit they were describing was S...

May 16, 2020
3 min

No One Feels Wealthy

Beauty is in the eye of the beholder, or so the saying goes. Believe it or not, wealth is equally subjective. One of my big revelations i...

May 6, 2020
3 min

Better Together

The Stone Age ended because of two soft metals. Both were softer than the hardest stone. But together, the two metals produced something ...

Jan 28, 2020
3 min

The Golden Era – Part Two

In my last article, I made the case for why I believe now is the golden era of homeownership. I want to expand on – and sum up – my reaso...

Jan 15, 2020
3 min

The Golden Era

My generation is lucky. When it comes to purchasing one of the biggest assets on most households’ balance sheets, we have a huge advantag...

Dec 17, 2019
3 min

The Cost of Retirement

There is one burning question I repeatedly hear from those who are nearing retirement. It’s a simple question, and fortunately there is u...

Dec 2, 2019
3 min

How Much Is Enough?

This time of year is focused on giving thanks and counting our blessings. In this country, especially, it seems appropriate to reflect ev...

Nov 18, 2019
3 min

Watch Your Step

Investing for retirement is like mountain climbing and flying airplanes. Surprisingly, the riskiest part of the journey isn’t the climb. ...

Nov 4, 2019
3 min

Should You Pay Off the Mortgage?

Some people hate debt. They hate it with a passion. They don’t like it hanging over their head or weighing them down. They can’t wait to ...

Oct 21, 2019
3 min

Fun with IRAs

IRAs are one of the most popular retirement savings vehicles in the United States. Used correctly, to save for future retirement expenses...

Oct 7, 2019
3 min

If You Have Your Health…

Do me a quick favor and re-read the title of this article. Can you finish the popular saying? I am guessing you probably can, but if not ...

Sep 23, 2019
3 min

The Knowledge Gap

Call me a skeptic. I came across a statement the other day in an article about financial literacy. It’s a statement I have stumbled upon ...

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