COVID-19 Wake Up Call The world will be forever changed by the COVID-19 crisis. Any crisis can highlight glaring cracks in a financial plan, but COVID-19 was not just any…

It is better to give! It can be true; it is better to give than to receive. However, many Americans could be experiencing less joy when giving this year. After…

What to ask a Financial Advisor Finding the right advisor can be more intense than a trip to the dentist. If you are currently with a financial advisor or searching…

The Fable of Two Retirees I want to introduce you to two retirees. First, I want to introduce you to “Ann”. Ann is 60 years old, has $500,000 saved and…

RMDs: Be prepared If you are hearing that Required Minimum Distributions (RMDs) are not a big deal, I want to share with you  some hard truths about RMDs . RMDs…

A Man Is Not a Financial Plan Neither is a woman a good financial plan. We must never depend on someone else for our retirement. Remember, you must at least…

An Evergreen Wedding Gift If you’re a parent, you may not even have to leave the hospital before you think to yourself: Who will ever love this baby as much…

The Last Financial Advisor Why should you hire a younger advisor?  I want to share with you the 4 reasons why I think you should select a younger advisor to…

How to Spend Your Money in Retirement If they taught Wealth 101 and Investing 201 in school, I must have been on my way to the beach – skipping class.…