Reading Time: 3 minutes Has a day in the life of a financial advisor ever interested you? Here’s a break-down of a typical day in my life. I’ve mentioned
Reading Time: 2 minutes I talk to a lot of advisors all the time about how to become a financial advisor or even what it takes to have their
Reading Time: 3 minutes I’ve grown up with news headlines and sound bytes that have painted the government in a mostly negative light. These headlines existed before me and
Reading Time: 3 minutes How difficult is it to find good financial advice? Some might say very difficult. I might agree. From my vantage point, I would say in
Reading Time: 4 minutes In talking to many clients, I realize there may be a false notion going around that suggests the FED is not doing a great job
Reading Time: 6 minutes If you ask me: What is “walk-away” wealth and why do I need it? I will say something like: “This is a fair question my
Reading Time: 2 minutes Each year we hear about celebrities, loved ones, and friends that die without the estate planning basics in place. It is a fact that nearly
Reading Time: 3 minutes In “Creating Wealth to Walk Away” we outlined the 5 Common Mistakes made by busy professionals that prevent them from taking control of their money
Reading Time: 3 minutes How bad is the pension crisis? In a recent WSJ article, one of the nation’s largest pensions (CalPERS) is in for another strategy shift was outlined for Calpers.
Reading Time: 5 minutes Many of us have or will be pitched on a home mortgage refinance as the interest rate environment changes, but I want to give you an
