4 Keys: Avoid letting fear and greed drive your decision-making

It is commonly said that fear and greed drive the stock…


should-you-pay-off-your-mortgage-for-retirement

Should you pay off your mortgage for retirement?

Because mortgage interest is generally tax-deductible and…


The Essential Components of a Financial Plan

You need a financial plan to help you make the best…


How Can Gratitude Help You Prosper?

Being grateful is so much more than just being nice or…


4 Things I’ve learned after 20 years as a financial advisor

If you are waiting for certainty from the news, it’s likely…


Money Smart Families Begin at Home

We sincerely believe that passing wisdom before passing…


Ten Minutes a Day May Be All It Takes

Six days a week during the summer our three kids are to…


My nine- year- old is in debt, and I’m loving it.

Training your children to handle money can be inconvenient,…


Why the dollar amount of bonds in your investment portfolio matters

Does viewing the bond allocation in dollar terms all come…