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February 23, 2020
The most common concern I hear from people is regarding the federal debt and its impact on the economy, and […]
February 11, 2020
In 1999, Baz Lurhmann released the song “Everyone is Free (To Wear Sunscreen),” a song I still play for my […]
February 11, 2020
Retirement planning is about more than planning the fun things you want to do when you earn your freedom from […]
February 8, 2020
If you think this is just for retirees, please don’t stop reading! Recently the Secure Act, officially known as the […]
January 29, 2020
Unlike most professions, the Financial Planning Profession can identify a precise founding in December 1969 when a group of financial […]
January 22, 2020
Go to nearly any news website, TV, or radio station and you will most likely be bombarded with updates regarding […]
November 26, 2019
My last Myth Buster article discussed the myths of the millennial generation. Today I would like to discuss the myths […]
November 19, 2019
To continue my series on myths in wealth management, I wanted to focus on the millennial generation (those born between1980 […]
November 4, 2019
Insurance… We buy it and hope we never need it. When we need it, it’s never enough, yet when we […]
October 28, 2019
The next topic in our series of myths in wealth management is regarding income taxes. Who doesn’t want to pay […]
