Enhance Today | Enrich Tomorrow
When was the last time you asked yourself: what purchases have I made in the last month that really made me happy? It might sound like a silly question, but as we’ll reveal in this episode, the answer is key to making…
How you take your retirement pension can be a more consequential decision than many people realize. The debate over whether to take your pension as a lump sum or as monthly payments can be tricky. Even though pensions are becoming…
As a financial planner I see many retirees make smart financial decisions and others make unfortunate, avoidable mistakes. Below is my list of the top 10 retirement mistakes to avoid. 1. No Retirement Plan Does a pilot fly solo or…
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. Real estate investing can be tempting for many reasons, but we often see an uptick in interest around the summer months. Families…
Everyone has a unique road to financial literacy. One common trait we all share is that we hope to pass our wisdom on to the next generation, and that they will learn valuable lessons while they are young. In today’s…
Saving for retirement often feels like the biggest and most-talked about goal of financial planning. And while there’s a lot that goes into successful retirement planning – healthcare costs, keeping track of spending, and tax planning – there are some…
Today we’re talking about one of the larger purchases you can make: buying a car. 90% of consumers say that price is their most important consideration when buying a car, and that negotiating is the most painful part of the process. Big…
The word “fiduciary” is being tossed around a lot lately, largely because of the Department of Labor’s oncoming regulations. To help you understand the importance of these developments, we share what fiduciary advisors don’t look like, so you can choose an…
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. This article was previously published on USA Today and NerdWallet.com. Have you made investing decisions you regret? I know I have. I…
For many of us, our parents getting older is a tricky situation to navigate. How do you respectfully offer your help? Ensure they get the best care? How do you know what to do with their bills and other finances? In our first-ever…
