Just about everyone that comes into my office has the same concern, but rarely do they know what it is.  They frequently ask about retirement plans, taxes, life insurance, debt reduction or any number of other “financial” topics.  But when I probe deeper, I find that what they’re really after is [...]

Here's an audio file you must hear before you hire a financial advisor.  It's a brief recording about how advisors are paid.
Your Best Interests PSA

Creating wealth is a long process, but it begins with one easy step. Before paying any bills, write yourself a check for as little as $25. If you do only one thing, this is more likely to make you wealthy than anything else. Paying yourself first is popular advice because it’s the most important step [...]

A friend recently asked me about his investments. He wanted answers to a couple of very specific questions and was disappointed to hear that I would need to look at his situation from a much broader perspective. In order to give him the best advice, we would need to consider his questions in relation [...]

How much will you get back from the IRS this year? If you don’t know, than it’s a good time to begin your tax planning. Most people don’t plan their taxes and then hope for the best. If you get a larger refund than expected, you’re happy, but if you’re forced to [...]