Financial Plans Suck.
I’m aware I’m being dramatic in saying “Financial Plans Suck”. Stick with me here for a bit though; I’m going to explain why I think...
How to hire a financial adviser.
Hiring a financial adviser can be a daunting task. Often, you’re seeking out someone who is currently a stranger to form what (you hope)...
Those who give are in better financial health
I’d like to spend a few minutes discussing something that I’ve noted anecdotally many times in my career: Those who give regularly and...
Should employers be responsible for the financial well-being of their employees?
Financial Wellness is something we’ve put in front of our business clients for several years now, and it appears the marketplace is...
Health Care Sharing – a growing alternative to traditional insurance.
I wish I could say I felt surprised when I got to the final page of my “Healthcare.gov” application and saw rates of $1400/mo for my...
How to teach your kids about money.
I’ll never forgot my daughter’s response when I told her we weren’t going to be buying a $399 Cinderella Castle Lego Set: “But daddy, we’ll
Following the market is bad for your (returns)
Scott does a great job here summing up why individual investors are much better served going on "auto-pilot" than they are taking an...
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[UPDATED] Year End Tax Planning Ideas
As we draw closer to the end of 2017, the proposed tax-reform legislation is taking more of a defined shape and looming larger. Both the...
7 Lifetime Habits of Millionaires
"We are what we repeatedly do. Excellence then, is not an act, but a habit." Wise words from Aristotle. And a good reminder that what...
Focusing on your Strengths:
Pseudo-psychoanalysis from your financial planner; just what you've been hoping for right? See this great article by Lauren Howe at...
![[UPDATED] Year End Tax Planning Ideas](https://static.wixstatic.com/media/9adba4_7a755bbc13f643fe9051dc812b74b13a~mv2.png/v1/fill/w_315,h_176,fp_0.50_0.50,lg_1,q_35,blur_30,enc_avif,quality_auto/9adba4_7a755bbc13f643fe9051dc812b74b13a~mv2.png)
![[UPDATED] Year End Tax Planning Ideas](https://static.wixstatic.com/media/9adba4_7a755bbc13f643fe9051dc812b74b13a~mv2.png/v1/fill/w_315,h_176,fp_0.50_0.50,lg_1,q_95,enc_avif,quality_auto/9adba4_7a755bbc13f643fe9051dc812b74b13a~mv2.png)
