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PROFESSIONAL FINANCIAL ADVICE IN BLOG FORM
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How Much Money Do I Need to Retire?
Use these basic principles to calculate your retirement number, find out if you're on track with saving, learn what to watch out for in your planning, and take your next steps to develop a clearer vision for your financial future and the timeline to get there.
7 min read


What Should I Do with My Old 401k?
Many people forget to do something with their old 401k and end up doing nothing. Let's look at the options to help you make better choices.
5 min read


Roth IRA vs Traditional IRA
Hello again! I am back this week to go into a little more detail on why I usually recommend a Roth vs Traditional IRA for most people.
2 min read


How to Prioritize Your Retirement Contributions
Many people think that if they just max out their 401(k), they will be set when it comes time for retirement. But I think you can do better.
3 min read


The Money Checklist: Phase 2
This week we're moving on to Phase 2, Debt, Retirement, & College. Even if you're still working through the first phase, keep reading... thi
3 min read


The Money Checklist | A Financial Plan to Follow - Phase 1
Financial Plan | What you Should Do Step by Step | This 3-part series takes you from the basics to the advanced.
4 min read
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