PROFESSIONAL FINANCIAL ADVICE IN BLOG FORM

What is money really for? Most people would simply answer “to buy stuff,” but I want to challenge that thinking. I agree that it can be...

Here's my alternative to budgeting because budgeting just doesn't work for most people. Stop nit-picking and start doing something that actually produces the outcome you want.

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,...

Big box buying is fine for your toilet paper.  I do it too.  But trusting the future to a big box financial company? Think back to the...

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...

If choice leads to freedom, then why do we have such anxiety about financial decisions?  I think Charles Spurgeon got it right when he...

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...

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...

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...

So a typical client for us is someone between 40-60. They are mid-career, quite successful, but between work, family and the demands of...

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...