PROFESSIONAL FINANCIAL ADVICE IN BLOG FORM

The financial industry tends to be very cloak and dagger when it comes to explaining how advisors actually get paid. Let's pull back the curtain in this blog post so you can inform and protect yourself.

For many years, long-term bonds were seen as a safe and reliable part of any investment portfolio. They provided steady income, helped protect against market swings, and formed the backbone of the traditional 60/40 stock-to-bond strategy. But in today’s economic environment, that approach no longer holds up—and investors need to rethink their strategy.

Most adults don’t fully understand investing, so how are we supposed to explain it to a child? My advice is to keep it simple, teach with stories, and practice with real money. Here's what I do with my own children.

Part 2 of How to Teach Your Kids About Money - So your child has now earned some money… now what? For my own children, I like to keep things simple. Here's what we do...

Be intentional in taking your kids’ knowledge to the next level when it comes to money. The way we think about and the habits we form regarding money should start very early. If we want those thoughts and habits to be good ones, we have to lay some groundwork for our children. Here’s what I recommend...

You asked for more smart tax-saving strategies for 2025, so I am back with some opportunities for you to consider using as part of your own strategy to save on taxes. This list will help you be proactive with your tax planning to reduce your tax burden and boost your overall savings. Start reading and get inspired today!

With different words, people are expressing that they are bewildered… on paper, they have a lot of money coming in, yet they don’t feel like they are experiencing the lifestyle or creation of wealth that goes along with that income. Let’s break it down: why we feel financially strained despite high income, what we can do about it, some practical tips, and finally my caution and challenge for you.

Use these basic principles to calculate your retirement number, find out if you're on track with saving, learn what to watch out for in your planning, and take your next steps to develop a clearer vision for your financial future and the timeline to get there.

According to some statistics, couples argue about money more than anything else. If that's you, then putting some focused effort into your finances could literally save your marriage. Here's how...