Enhance Today | Enrich Tomorrow
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. You know those things you tell yourself you should do – eat healthy, work out every day, sleep eight hours – but…
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. This article was previously published on USA Today and NerdWallet.com. Have you made investing decisions you regret? I know I have. I…
We’ve been quite busy around the office lately. Our clients continue to share our name with their friends, family and coworkers. We are so incredibly thankful and overjoyed with the trust you place in our guidance. To most, we’re a…
What would go through your mind if you were suddenly told by your doctor that you had two months to live? Would you be prepared? What would you do? How would you choose to live the remaining time that you…
You’ve been there. That mental limbo of whether you should go to the gym today or not. You know you’ll feel better after going, not to mention the positive long-term effects. But it’s easy to find excuses with “I’m not…
When planning a wedding, it’s not unusual to spend most of your weekends contemplating what kind of cake you should have or what color scheme you should use. It is easy to get excited with the ins and outs of…
I recently read an article on how to save $1 million. The answer: “Fire your financial advisor.” As a financial advisor and the father of four young children, it got me thinking: Do I need to switch careers? And, more…
So many of us get charged up and rattle off an impressive list of goals but then struggle to follow through. The disconnect between creating and accomplishing is where life change gets stuck. Months pass and we realize our lives are…
We spend a lot of time researching topics and discovering opportunities that our clients should be thinking about. Many of these include ways to better optimize your financial situation so that it is structured as efficiently as it can be…
