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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With Tax Day falling on my blog release date, I decided to write something a little different. While the aim of most of my blogs is educational, the primary goal of this is to be humorous. I hope you...
Asset allocation and asset location are two very important aspects of your financial plan. The goal of asset allocation is to divide your investments into different asset classes, creating a...
If you are like most people, you are probably confused by the concept of Roth conversions. In this blog post, we will take a look at what Roth conversions are, why they can be beneficial to your...
With all the noise that exists about investing, it is difficult to have any confidence in what the correct solutions are for your investments. While there are almost limitless options regarding the...
A Harris poll in 2017 found that 60% of respondents had no idea how much in fees and costs was associated with the financial advice they were getting. This is for good reason as the financial industry...
From 2019 to 2021 SVB’s deposits tripled from $61.76 Billion to $189.2 Billion. As I am sure you are aware, when you deposit money into a bank, they in turn take your money and invest through lending...
Spring is in the Air There was some beautiful weather over the weekend. Things are starting to warm up and signs of spring are starting to manifest themselves more and more. Personally, I’m not much...
Like many of you, I have been a victim of procrastinationok, obviously victim is not the right word. There have been times where I have struggled to prioritize my time appropriately. I have been...
The second most important Q acronym (behind QED of course 😊) that all retirees should be familiar with is QCD. QCD stands for Qualified Charitable Distribution. It is a provision in the tax code that...