PROFESSIONAL FINANCIAL ADVICE IN BLOG FORM

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.

Both thrilling and daunting, a windfall is an opportunity to reshape your financial future. Here's an ordered look at what you should do.

Let's talk more specifically about the problem with the typical diversified portfolio investment strategy and our solution. Be sure to note

Many people forget to do something with their old 401k and end up doing nothing. Let's look at the options to help you make better choices.

Hello again! I am back this week to go into a little more detail on why I usually recommend a Roth vs Traditional IRA for most people.

Many people think that if they just max out their 401(k), they will be set when it comes time for retirement. But I think you can do better.

Investors want the best returns, but they do not want to accept the risk of losing money in a down market. Because investors do not want to

I have known Matt for about ten years and I am excited to introduce him to you. Watch our chat to learn more about him and his role at CFG.

If you’re a money nerd like me, this is where all the fun is. Your foundation is laid and the basics are behind you, so now you get to dream

What does forecasting future market conditions mean for a long-term investor? Even those who know better can be at risk.

Many people who come see us have already had some negative experiences with financial advisors. Whether they were given bad advice, were...

My wife, Kristy, has hijacked the blog for a good cause again. Here she is... Well I prefer the chocolate variety of m&m's personally,...

The real secret to creating wealth... does saving or investing matter more? Let's look at some real numbers and see.

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.

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.

Today I am talking about people who are making decisions right now that are going to cause them to be poor in the future...

I want to keep this brief, so I'm just going to lay it all out there. Let's start with the current situation, look at how we got there,...

Every time I'm out driving, I'm amazed at how slowly some people drive, while others nearly run me off the road with their speed. It can...

There is so much news about the timing of when the fed will increase interest rates and what impact those rate hikes will have on...

Click below to watch or scroll down for the transcript. Here’s a general rule of thumb… If you’re 45 and make $100,000 you should have at...