Will You Have Retirement Regrets?
I can still remember the first time I heard a “Retirement Regrets” conversation. It was almost 4 years ago, and my wife and I were...
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Oct 21, 20145 min read
The Higher Investment Fees You Might Be Paying
The issue of investment fees and expenses for investors today has become a hot topic in both the media and in the financial industry. I...
Oct 15, 20146 min read
7 Ideas to Consider before taking your Pension as a Lump Sum
Workers with substantial pension benefits are becoming the white whales of the retirement planning community. Since the dawn of defined...
Oct 3, 20144 min read
Will Emotions Derail Your Retirement Plan?
We live in a world that rewards speed. Athletes today need to be faster and more powerful. Service providers must deliver high-quality...
Jun 25, 20147 min read
Credit Spreads: High Quality Ideas Using Low Quality Bonds
On July 18, 2013, the City of Detroit filed for bankruptcy. This gives Detroit the dubious honor of being the largest US city ever to...
Mar 15, 20143 min read
Newly Married Young Couples: Debt Monsters
Does your relationship have debt problems? What does your Debt Monster look like? One of my favorite things to do in my spare time is...
Mar 6, 20145 min read
Newly Married Young Couples: Fighting about Money
“Fools give full vent to their rage, but the wise bring calm in the end.” — Proverbs 29:11 Now that you’re married, your personal...
Feb 26, 20145 min read
Newly Married Young Couples: Your Wedding Day
“I cannot wait to be broke after a few short years of marriage.” –No one ever A Prelude to Your Wedding Day… Let’s play a brief game of...
Feb 11, 20146 min read
How to recruit young, talented Financial Advisors
Apparently, the question “How do we recruit young, talented financials advisors?” was quite the hot topic at the recent TD Ameritrade...
Jan 30, 20142 min read
The Wisdom of Warren Buffett
“American business will do fine over time. And stocks will do well just as certainly, since their fate is tied to business performance....
Jan 27, 20142 min read
WHY do you invest?
“Knowing WHY is essential for lasting success and the ability to avoid being lumped in with others.” — Simon Sinek Do you ever stop to...
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