Graduation Gifts That Make a Real Difference
Think back to those wonderful days leading up to your graduation. Your time was likely spent attempting to secure a job, celebrating with friends and family and receiving gifts. But…
Take Charge of your Finances
I Just Left My Job and Need To Rollover My 401(k)
Many people have come to us with old 401(k), 403(b), 457 and Simple IRA accounts from previous employers. Some even have multiple IRA accounts, often from past rollover situations. It’s…
What to Expect When You’re Expecting (to Buy Your First Home)
Owning a home is said to be part of the American Dream. While not for everyone, purchasing and owning a home is equally exciting and intimidating. Many of us have…
Don’t Be an Average Investor, Ep #9
When signing up our daughter for soccer, I immediately began daydreaming about how she would dominate all the other 5 year-olds on the field. Not sure why my imagination started…
The Freshman Fabulous: The Girls Guide to College
How does a girls guide to college relate to financial planning you might ask? I’m sure the title of this book caught your eye, especially coming from me. As I am…
How to Save Money Without Disrupting Your Lifestyle, Ep #5
What if you could save an additional $1,500 each year? After 30 years you would have $119,000, assuming the money was invested and you got a 6% return. That $1,500…
Investing Is A Lot Like Jeans…
It isn’t uncommon to ask yourself, “Why doesn’t everyone just hold the same investments, since we all want to make money?” However, the process of creating and maintaining an investment…
Are You Missing Tax Opportunities?
I’m not sure about you, but we haven’t met many people that wouldn’t love to lower their tax payments. As we move in to the heart of tax season, do you…
The Benefits of Working with a Younger Financial Advisor, Ep #8
If we look like we could be your son or daughter, then you are likely on the right track to finding a financial advisor to form a relationship with. While…
Are Financial Advisors Worth the Fee?
I recently read an article on how to save $1 million. The answer: “Fire your financial advisor.” As a financial advisor and the father of four young children, it got…
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We break down some of the most important questions we are asked on a regular basis.