PROFESSIONAL FINANCIAL ADVICE IN BLOG FORM

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.

Most of us know we should be saving, but for various reasons, we aren't.  Watch this video as I share a (nearly) painless way to get up...

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

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...