The Money Checklist: Phase 3
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
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- 6 min
It's a Risky Business
What does forecasting future market conditions mean for a long-term investor? Even those who know better can be at risk.
- 1 min
How to Choose a Financial Advisor
Many people who come see us have already had some negative experiences with financial advisors. Whether they were given bad advice, were...
- 6 min
m&m's: chatting about markets & mortgages
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,...
- 6 min
IRA & 401k Limits Increase for 2019
Good news! IRA limits are increasing for the first time since 2013, and retirement plan contribution limits will increase too. Call us...
- 3 min
Wealth Creation vs Self-Sabotage
What is the Secret to creating wealth? Well, if you do a quick google search asking just that, there are numerous authors who have...
- 4 min
How Advisors REALLY Get Paid
What 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 min
Make 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 min
Are 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...
- 3 min
For All the Gen Xers Out There
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,...
- 2 min
Too Much or Too Little Risk?
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...
- 3 min
Don't Invest Like You Buy A House
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...
- 1 min
What If I'm Embarrassed?
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...
- 3 min
Invest or Pay Down My Mortgage?
This is a question that many are asking. There are actually two schools of thought on this, so I'll briefly explain both and then share...
- 2 min
Calculate Your Retirement Number
How much do I need to save for retirement? This is one of the questions I am asked most frequently. To answer that question, we need to...
- 2 min
Why I Started Convergent
I have spent time in most parts of the financial services industry. I worked for an insurance company, was an employee of a big box...