Essentialism: Enjoying an intentional (financial) life
Let’s face it: our lives are busy! Blam...
What does every woman want? An advisor who ‘gets it’
When Linda walked into my office last ...
College grads: Start planning your financial future today!
Money. It’s a word that is bound to strike fear into any new col...
Life happens! Make an emergency fund your #1 goal
Have you read this alarming statistic? According to
Parenting is no easy task. Boy, is that an understatement! As a relatively...
Parents: Don’t wait to start that 529 Plan!
For women in retirement, it’s time to learn how to spend!
It may be every person’s dream to be told it’s tim...
Ready for financial freedom? Start with a budget!
Budgeting. Aside from taxes, it may be the very last...
Most New Year’s resolutions fail. Here’s how to ensure your financial plan doesn’t!
I’m a self-confessed fitness nerd. This makes me the guy you love to h...
When cooking up holiday treats or your financial future, smart planning is key
I’m not the main cook in our house (I give my wife full credit for putting amazing meals on the table every day!), but I do love to eat—and...
Want to get the most out of life? Create a lifetime to-do list!
My summer “vacation” was a little unusual this year. My wife, Jenna, and I are anticipating the arrival of our second son in just a few months, so ...
Is your financial advisor working in your best interests?
Maybe it’s because I come from a small town where everyone knows everyone (and eventually everything about everyone!), but I have a very l...
When it comes to money, are you your own worst enemy?
Economist Benjamin Graham may have said it be...
Women & Retirement: Money isn’t the only challenge
As a financial advisor, I spend much of my time helping people prepare for retirement. Starting as early in their careers as possible, we work toge...
What’s the #1 Key to Your Financial Success? Commitment
Commitment. It’s a word that can scare even the bravest of us all. But in almost everything we do in life, it has the power to drive success. Commi...