PROFESSIONAL FINANCIAL ADVICE IN BLOG FORM

4 min read

Protecting Your Family from Identity Theft

Reports of data breaches are common news. Already this month, data breaches have been announced by Panera Bread, Under Armour (their...

2 min read

Too Much or Too Little Risk?

Every time I'm out driving, I'm amazed at how slowly some people drive, while others nearly run me off the road with their speed. It can...

2 min read

Big Box Buying

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...

3 min read

Don't Invest Like You Buy A House

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...

1 min read

Saving: How to Go from 0% to 10%

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...

1 min read

What the New Tax Law Means for You

I 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 min read

Planning 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 min read

What 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 min read

Invest 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 min read

Calculate Your Retirement Number

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...

1 min read

Who We Work With

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...

2 min read

Why I Started Convergent

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...

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