Treat Yourself
As a thirty something, I see a lot of “treat yourself” posts on social media, website ads, and in radio commercials. It’s satisfying to clear out an online shopping cart and have a new package waiting at home after a…
I Received a Windfall – Now What?
‘Massachusetts woman wins 3 quarters of a billion dollars in recent Powerball drawing’. Talk about a headline! The hype and hysteria that surrounds lottery drawings often garners loads of attention as winning such a large sum of money would clearly…
What Is Your Investment Strategy?
As one individual once told me, their investment portfolio is like an untended garden. An interesting, but accurate analogy. Without enough water and care the plants/flowers in the garden will never grow. The same can be said about your investment…
Ep 42 – How To Navigate Open Enrollment
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. For many the open enrollment period is just another email you quickly delete thinking nothing has really changed since last year. But…
What to Do About the Equifax Security Breach
While most of us were watching the path of Hurricane Irma, another big news story surfaced last week. Equifax, who most of us use to run annual credit reports, was victim to a cybersecurity incident potentially impacting 143 million Americans. …
Teaching Your Kids About Money
What is one of the best gifts you can give your children? No, it is not the latest toy or electronic gadget, it’s teaching them sound personal finance skills. As a father of four kids, this is a gift I…
The Art of Making Money Plenty
The Art of Making Money Plenty in every Man’s Pocket, by Doctor Benjamin Franklin hangs in my office. It’s a frequent reminder of the simplicity of building wealth and security in today’s complex world. The full text reads: At this…
The Bottom Dollar Effect and Moments in Motherhood
It’s hard to believe the summer is almost over and kids will be going back to school soon. A few weeks ago I bought my son new school uniforms for the fall. There is one store in the area we…
Financial and Physical Fitness: They don’t have to be mutually exclusive
Working with clients to improve their financial futures and optimize financial fitness has become a passion for me over the years. While I have always loved working with people and solving math problems, until a few years ago there was…
Should I contribute to a Roth or Traditional 401k? 5 Key Considerations
This is a question we usually hear frequently when clients are filling out employment paperwork for a new job or during open enrollment time. Contributions to a 401k have traditionally been pre-tax. In other words, you take a tax deduction…
