What My Daughters Taught Me About Financial Planning
I love my daughters. They won't admit it, but they are far more alike than they are different…
Wrestling and Wealth: Preparing for Your Financial Main Event
I love professional wrestling. You read that right….
No Loose Ends – Leave Clarity, Not Clues
Communication is fun, isn’t it? We have a running joke in our house that my wife can’t remember the master password to the password keeper we have. …
New Retirement Contribution Limits for 2025: Let’s Talk Money
How do we take a boring topic and make it interesting? I can’t. I’m not that talented. But I do know how to save money on taxes….
College Bound: Must-Have Talks Before the Big Drop-Off
For the past year, I have been living vicariously through my daughter as we have toured 11 college campuses…
Winning Tax Strategies: From First Save to Final Score
Don’t get me wrong. I love America. But let’s hold onto as much of our hard-earned money as possible and take advantage of tax breaks.
When Looking for a Financial Professional: An Advisor's Perspective
As you read this, you might be considering working with someone on your finances. If you ask me, I think that's a great idea…
HSA 101: A 2023 Guide to Health Savings Accounts
Truth be told, it’s more likely that you’ll live longer than your grandparents did…
Protect Your Financial Legacy With a Will
Parents may not like to dwell upon their untimely deaths, but creating a will now will help ensure your family’s finances…
The Elusive Buy/Sell Strategy of Perfect Timing
Here’s a sobering thought: Nobody’s perfect. I know, I know. Hard to digest. But it’s particularly relevant when it comes to investing….