I came into this business in 2005 with no money, no gray hair, and no experience. Exactly what every retiree wants when working with a Financial Advisor, right? However, I […]


I recently answered a question on Quora, related to using a Financial Advisor and if their services are worth it. I thought this question would make a really great post […]


Three Rules: How to Build Wealth and Keep It! Spend less than you earn…and save the rest Stop losing money: Using indexed strategies (losing no money when the market goes down) […]


I’ve now been to somewhere between 50 and 60 intense multi-day financial and retirement planning workshops and bootcamps. I’ve been digging for eleven straight years to find the best of […]


Take a look at an article I found that I want to share with you. CNN Money’s “CEO’s are being ‘rewarded’ for failure” article I have to admit though I’ve […]