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The Time I Got a $7500 Haircut
What a finish to 2017! As unlikely as it may have seemed at times, the Republicans pushed through their tax legislation. I promised that...
Jan 5, 20184 min read


5 Reasons You Shouldn’t Invest In Bitcoin
If you’ve been paying attention to the talking heads lately, you’ve probably heard something about the phenomenon that is Bitcoin. Or...
Nov 29, 20174 min read
The Power of Distraction
Like anything in life, moderation is important. Technology has not only enabled us to connect with long lost friends and family, it can...
Jun 23, 20173 min read


The Top 5 Things You Should do with an Inheritance
Receiving an inheritance is nothing short of a blessing. With increased longevity taking hold of both the Baby Boomers and their parents,...
Jun 2, 20174 min read


The 1% Solution
In fact, the same exact study (the 2017 version) just published a nice infographic that shows us what most people spend their time...
May 26, 20172 min read


Your Portfolio Won’t Save You
In the many years that I have been fortunate to work with couples and families as a financial planner, I have seen, heard, and witnessed...
May 19, 20173 min read


Can You Afford to Neglect the Details?
I recently read a book by Andy Andrews that was titled The Little Things, and if you’ve ever read Andy Andrews, you know that his style...
May 12, 20172 min read


The Problem With Tomorrow
I read a great article recently that was attributed to Jim Rohn, where he stated, “The problem with waiting until tomorrow—to do...
Apr 19, 20176 min read


Why is Saving for Retirement so Difficult?
In my years of experience in working with people and their finances, I have heard so many different reasons why saving for retirement is...
Jan 30, 20175 min read


Trump is President-Elect…Now What?
Believe it or not, this will be my second crack at writing this article. After seeing the outrageous reactions that came from the...
Nov 23, 20165 min read
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