2 minThe Money Checklist: Phase 3If 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
6 minIt's a Risky BusinessWhat does forecasting future market conditions mean for a long-term investor? Even those who know better can be at risk.
1 minHow to Choose a Financial AdvisorMany people who come see us have already had some negative experiences with financial advisors. Whether they were given bad advice, were...
6 minm&m's: chatting about markets & mortgagesMy 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,...
6 minIRA & 401k Limits Increase for 2019Good news! IRA limits are increasing for the first time since 2013, and retirement plan contribution limits will increase too. Call us...
3 minWealth Creation vs Self-SabotageWhat is the Secret to creating wealth? Well, if you do a quick google search asking just that, there are numerous authors who have...
4 minHow Advisors REALLY Get PaidWhat You Probably Don't Know The financial industry as a whole is very cloak and dagger when it comes to explaining how we actually get...
4 minMake Money Work for You (Kids & Money, Part III)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...
2 minAre You Prosperous or Wealthy?Today I am talking about people who are making decisions right now that are going to cause them to be poor in the future...