3 minDon't Invest Like You Buy A HouseThere 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 minWhat the New Tax Law Means for YouI sat down with Robert Majernik, CPA to find out what changes we can expect from the new tax law, the Tax Cuts & Job Creation Act. Check...
2 minPlanning Leads to Anxiety?If choice leads to freedom, then why do we have such anxiety about financial decisions? I think Charles Spurgeon got it right when he...
1 minWhat 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 minInvest 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 minCalculate Your Retirement NumberHow 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...
1 minWho We Work WithSo a typical client for us is someone between 40-60. They are mid-career, quite successful, but between work, family and the demands of...
2 minWhy I Started ConvergentI have spent time in most parts of the financial services industry. I worked for an insurance company, was an employee of a big box...