*This is the first in a series of posts that will debunk common investment myths. I will conclude the series by describing an investment strategy that I believe gives investors the best chance to reach their goals Read more
2 Simple Retirement Plans for Small Businesses
When it comes to saving for retirement, most everyone has heard of the 401(k) and the IRA. If you’re a small business owner, or if you plan to be at some point in the future, I want to bring your attention to two other retirement plans Read more
6 Keys to Success in Investing You Won’t Hear From Wall Street
As a financial advisor, I am often asked: “Where should I put my money right now?” The financial industry has trained us to treat our investment plan like we treat our fantasy football team Read more
3 Reasons You’re Ignoring Your Finances And What It’s Costing You
Is updating your will, getting life insurance, making a budget, or enrolling in your company’s 401k plan something you’ve been meaning to do, but keep putting off? Read more
Why I Started a Financial Planning Firm
Starting a financial planning firm from scratch wasn’t an easy decision. In the end, I felt compelled to try to fill a void in the marketplace and better serve my clients. Read more