5 Reasons to Do Financial Planning…Even During A Zombie Apocalypse
I’m a huge fan of the Zombie movie and television genre. In fact, my favorite TV show is AMC’s The Walking Dead. When I watch Zombie movies and TV shows, I often think about what I would be doing if... Read More →
How Do You Define Financial Success?
When I was a kid, if you asked me what I wanted to be when I grew up, my answer was always an artist. Not just an artist, but a rich artist! Of course, most people aspire to be wealthy... Read More →
5 Common Expenses Keeping You From Retiring Now
Whenever I ask someone still working when they would like to retire, they often reply “today!” They know that there are certain factors keeping them from retiring. Primarily their small retirement savings. A successful retirement means careful planning for expenses... Read More →
5 Killer Estate Planning Errors
In the 20 years of my career, I’ve seen many very sophisticated people who have made major mistakes with their estate plans. I frequently hear that they have their estate in order. After I do planning, I discover a plethora... Read More →
Why I Hate Rewards Credit Cards
Everybody likes free stuff. I do too, but there is no free lunch in life. That’s exactly how I feel about reward and cash back credit cards. I know people who will charge thousands of dollars per year just to... Read More →
I Built An Emergency Fund-Now What?
Building an emergency fund can sometimes take years. There are so many things you would like to spend the money on and it never seems to take shape. However, you buckled down and now you have that spare change for... Read More →
Your Poor Financial Planning is Hurting Your Children
My Dad always had a very annoying saying, “Don’t do I do, do as I say do.” It used to drive me crazy when I pointed out what I felt was a double standard in parenting. Of course as a... Read More →
The Difference Between Saving & Investing
In my wealth management practice I have come across many different types of clients. Some are savers and some are investors. It’s not that one is necessarily better than the other, just different. However, sometimes investors take on a saving mentality... Read More →