One of the things I value most about being a financial planner is the opportunity to have real, meaningful conversations with my clients. These discussions aren’t just about numbers—they’re about...
Everything You Need to Know to Plan Your Abundant Retirement
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You are back home celebrating the 4th of July holiday with your elderly mother. She has always bought fireworks for the grandkids, but this year she is hesitant. When pressed, she acknowledges that...
Rules of thumb can often provide guidance in the complex world of personal financial planning. While almost all rules of thumb were originally based on a form of sound and practical financial advice...
Taxes are likely the single biggest expense you have in your lifetime. While complete tax avoidance is nearly impossible for middle to high income earners during their earning years, with careful...
When setting out to create your investment portfolio, maintaining a well-balanced portfolio is critical in helping to maintain your long-term financial goals. I gave an introduction to the concept of...
As many of you reading this blog probably know, I have six children who range in age from nine to nine months. Obviously, our kids are still young, so the jury is still out on whether we have raised...
“It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of belief, it was the epoch of incredulity, it was the season of Light...
Retirement is a time of life that many people look forward to. After years of hard work, it’s time to relax and enjoy the fruits of your labor. However, before you can truly enjoy retirement, it is...
With the recent failures of Silicon Valley Bank, Signature Bank, and most recently, First Republic Bank, consumers have been left to wonder about their own funds and the inherent safety nets built in...
Often we hear about the tax loopholes that millionaires and billionaires are taking advantage of while the average Joe is left holding the bag. This is generally a mischaracterization, as these...