Getting Caught Up On Life While Quarantined
Well, this month didn’t go as planned. March is the month I look f...
The Coronavirus Aid, Relief, and Economic Security (CARES) Act for Individuals
As the coronavirus has made its way around the...
Emotions and money: How ‘money scripts’ can thwart your finances
Most people I know like to think about finances as a mathematic...
4 Ways to Kick-Start Your Finances in 2020
By this time in January, statistics show that those lofty New Y...
Receiving a bonus this year? Spend it wisely!
Eagerly awaiting an end-of-year bonus or raise? Cheers! You’re...
For young families, FSAs can help make tomorrow’s dreams come true
Like most parents with two kids under the age of 5, it seems li...
Get more from your employee benefits this year!
If you’re like most people, choosing your employee benefits i...
Navigating the many challenges of parenting (including your finances!)
Ah, parenting. Whether you’re hoping to be a parent or (like me!...
What Caused This Week's Stock Market Volatility?
It has been a wild week in the markets which was led by an 800-point drop on Wednesday in the Dow Jones Industrial Average. Why did this happen and...
What are your money dials?
As an avid reader of all things financial, I stumbled across Ramit...
Plan for tomorrow, live for today!
Dan and Kim had never worked with a financial advisor before, and wh...
Millennials: It’s time for a road trip to financial confidence!
If you’re a Millennial, the road to retirement probably seems a lo...
Ready to ‘spark joy’ in your financial life? It’s Marie Kondo to the rescue!
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...