Show Notes: Many people I talk to are utterly overwhelmed during their open enrollment period. Should I change this benefit? Should I opt-in for this
Are you giving interest-free loans to Uncle Sam? You may think you’re covered when it comes to tax strategy… but most likely, that’s not true.
The financial services industry spends billions of dollars a year on marketing to perpetuate the elusiveness of “financial jargon,” making finance harder to understand than
In my experience as a financial advisor, I see people leaving a lot of money on the table–especially during the annual open enrollment period for
I’ve noticed that right after summer, between September and January, two things happen to most people: a lot of money is spent on back-to-school, Halloween,
