I Know What You Did (with your money) Last Summer
I saw a rerun of the classic slasher I Know What You Did Last Summer. The low-budget slasher film starring Jennifer Love-Hewitt, Sarah Michelle Gellar, Freddie Prinze Jr., and Ryan Phillippe was about four friends who are being stalked by... Read More →
Retired or Retiring Soon? Hire a Financial Advisor
It can be a tough job. Us poor financial advisors sometimes get a bad wrap! We are made out to be less than honest in many commercials, advertisements and frankly by our own kind. But some of us aspire to... Read More →
Upset? Avoid Major Money Decisions
It’s so easy these days to make money mistakes. It’s super simple when you are upset, angry or sad. If you are experiencing a major life event such as divorce or death of a spouse, decisions can be easily influenced... Read More →
How a Financial Advisor Wastes Money
Wasting money is a big regret of mine. I see the long term effects of it in my profession. Every single one of us wastes money on something. It may be a hobby or even a habit. I also have... Read More →
5 Financial Lessons from a Financial Advisors Dad
Father’s Day is right around the corner. I love my Dad. I cannot figure out what to get him every Father’s Day. However, he did pass along a nice gift to me. I am grateful that he taught me a... Read More →
Don’t Put off Retirement Savings to be Debt Free
I’ve always thought of being debt-free as the Holy Grail in personal finance. It’s a prize that can be nearly impossible to obtain. Yes there are some people that are debt free. I say congratulations, because it is quite an... Read More →
The One Page Financial Plan Book Review
Planning and investing just aren’t simple. But they can be. That’s just part of the message from Carl Richards new book, The One Page Financial Plan. This is the second book I’ve read from Mr. Richards, the first being The... Read More →
5 Money Lessons from Monopoly
Monopoly was definitely one of my favorite board games growing up. I loved playing with my kids too. What other board game would a financial advisor want to play, right? Boy did we fight and argue with this game (Not as much... Read More →
College of Debt and Despair
Tons…Of…Debt. New college graduates are drowning in it. It is absolutely ridiculous. It’s also outrageous what colleges charge, and get away with, for an undergraduate degree. I’m starting to read and see young adults with $50,000…$75,000, and yes over $100,000 of... Read More →
Can You Have Too Much Life Insurance?
Everyone makes mistakes. Heck, I make them all the time! I’ve been doing a number of financial plans lately. Within each financial plan I review life insurance needs as a part of the risk management section. Lately I’ve found many very... Read More →