March 19, 2019
Where Do I Invest My Money for the Maximum College Savings

6 of the Most Popular Investment Options for College Savings

If you’re ready to start saving for your children’s higher education expenses, then you may be wondering where you should put your money in order to receive the best benefit. Thankfully, you have a myriad of investment options for college savings. Let’s look at the most popular.
March 5, 2019
Why You Will Never Retire to a Life of Leisure

3 Reasons Why You Will Never Retire…to a Life of Leisure

We all have hopes and dreams for retirement — traveling, relaxing, playing golf every day. Personally, I see myself sitting on a beach after a morning of wetting a line (a.k.a. fishing)… basically enjoying the vacation life every day. However, unless you take necessary steps you simply won’t be able to retire to the full lifestyle they often picture in TV commercials and magazine ads.
October 5, 2018
Get Started Planning for Retirement

The Steps to Get Started Planning for Retirement for Millennials

Most of the people who come in to talk about retirement are already middle-aged, and the end of their careers is looming within the next decade or so. Sometimes they’re prepared, but more often they’re not. I don’t get the pleasure of working with young couples and individuals as often as I’d like. Yet these people have the opportunity to make the most of their work years. With a little planning, some wise decisions, and a few (minor) sacrifices, they can help get on track for a secure and fun retirement. Add a little luck, and they may even be in a position to extend the fun by retiring EARLY!
April 19, 2018
making a huge mistake

Are You Making a HUGE $350,000 Mistake Taking Money Out of Your Retirement?

Pulling money from your retirement account could cost you more than you think. No matter how small the amount, it could be costly to your future. Most people will judge the value of a financial advisor by how big or how great their portfolio performance. However, I’m here to tell you that’s not always the case. A true wealth planner someone who can look holistically at someone’s wealth can save you a ton of money. Let me explain.
October 29, 2017
The Wealthiest Generation

Millennials: The Wealthiest Generation Yet?

Millennials typically get a bad rap. Ask any baby boomer and you will likely hear how this generation is lazy with no vision. I actually had that very conversation recently with a client that is in his late 70s and very much a traditionalist. While some millennials may fit that bill, I’m finding quite the opposite to be true. The millennials I work with are actually very driven. They’re asking all the right questions to garner as much knowledge as they can about financial issues in a way their parents just never did.
October 27, 2017
pay mortgage debt invest

Mortgage Debt: Pay It Off or Invest? Which Should I Do?

The thought of being debt free sounds like a dream come true for most of us. Many folks are wrapped up in credit card debt, car payments, mortgage payments, etc. However, there’s one debt freeing yourself from could do more harm than good, from a mathematical standpoint. That is your mortgage debt. Honestly, it’s often not a good idea to pay it off or even pay extra on it before age 50.