PROFESSIONAL FINANCIAL ADVICE IN BLOG FORM

In the very first chapter of Money: Master the Game by Tony Robbins, he says “complexity is the enemy of execution.” In other words, our...

I spend a great deal of time helping clients work through retirement and investment plans. I love talking with them about future goals...

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

Many people feel broke and frustrated despite their large salary. They have unwittingly fallen into what I call "The Money Trap." Learn what that means and how to set yourself free.

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.

Gen X has some unique financial challenges. Let's start with the financial statistics about Gen X, the situations that created those numbers, and what you can do about it.

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...

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 least $400,000 in retirement savings. How many of us have saved that much? More importantly, if we suspect that we’re falling behind, why don’t we seek help? I’ve talked to hundreds of people & it usually comes down to this: embarrassment. It’s human nature to want to compare ourselves to others. When we don’t think we stack up to our p

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 what I advise my clients to do.

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 look at the two phases of investing… The first phase is called the accumulation side. This is when we’re working, saving, and investing; ultimately, to get to the top of the mountain to retirement. Then, we transition into the second phase, which is called distribution. This is when we’re no longer working; we’re in our retirement years.