Blog - Southlake Financial Planner | Wealth Manager I Financial Advisor


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February 23, 2020
Federal Reserve National Debt

Federal Debt Concerns: Fact or Fiction?

The most common concern I hear from people is regarding the federal debt and its impact on the economy, and […]
February 11, 2020
Wear sunscreen and timing the market

Wear Sunscreen & When to Worry About the Market

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

Planning for Retirement and Choosing a Beneficiary

Retirement planning is about more than planning the fun things you want to do when you earn your freedom from […]
February 8, 2020

Why The Secure Act is Important for All Age Groups!

If you think this is just for retirees, please don’t stop reading! Recently the Secure Act, officially known as the […]
January 29, 2020
50th Anniversary of Financial Planning

50th Anniversary, Financial Planning Profession

Unlike most professions, the Financial Planning Profession can identify a precise founding in December 1969 when a group of financial […]
January 22, 2020
White House - Trump Impeachment Trial Affect on Portfolios

Trump Impeachment Hearings: News or Noise for the Stock Market

Go to nearly any news website, TV, or radio station and you will most likely be bombarded with updates regarding […]
November 26, 2019
Baby Boomers

Myth Busters: The Baby Boomer Generation

My last Myth Buster article discussed the myths of the millennial generation.  Today I would like to discuss the myths […]
November 19, 2019

Myth Busters: Millennials and Finances

To continue my series on myths in wealth management, I wanted to focus on the millennial generation (those born between1980 […]
November 4, 2019

Myth Busters: Insurance

Insurance… We buy it and hope we never need it. When we need it, it’s never enough, yet when we […]
October 28, 2019

Myth Busters: Income Taxes

The next topic in our series of myths in wealth management is regarding income taxes.  Who doesn’t want to pay […]