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What My Daughters Taught Me About Financial Planning
Blog Post 6/3/26 Blog Post 6/3/26

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…

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Wrestling and Wealth: Preparing for Your Financial Main Event
Blog Post 2/19/26 Blog Post 2/19/26

Wrestling and Wealth: Preparing for Your Financial Main Event

I love professional wrestling. You read that right….

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No Loose Ends – Leave Clarity, Not Clues
Blog Post 7/15/25 Blog Post 7/15/25

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. …

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New Retirement Contribution Limits for 2025: Let’s Talk Money
Blog Post 2/12/25 Blog Post 2/12/25

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….

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College Bound: Must-Have Talks Before the Big Drop-Off
Blog Post 8/8/24 Blog Post 8/8/24

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…

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Winning Tax Strategies: From First Save to Final Score
Blog Post 3/21/24 Blog Post 3/21/24

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.

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When Looking for a Financial Professional: An Advisor's Perspective
Blog Post 11/16/23 Blog Post 11/16/23

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…

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HSA 101: A 2023 Guide to Health Savings Accounts
Blog Post 8/10/23 Blog Post 8/10/23

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…

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Protect Your Financial Legacy With a Will
Blog Post 6/15/23 Blog Post 6/15/23

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…

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The Elusive Buy/Sell Strategy of Perfect Timing
Blog Post 4/6/23 Blog Post 4/6/23

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….

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