November 24, 2020
The True Crash Proof Retirement
Crash Proof Retirement Several financial advisors offer "crash proof retirement" programs, and understandably it is…
July 27, 2018
The Value of Financial Planning
We are often asked, “what’s the value of financial planning?” Fair enough question, and similar…
October 16, 2017
The Essentials of Pensions, 401Ks, IRAs and Roths
Retirement and investment terms can be confusing; their names rarely give an accurate description of…
May 16, 2017
Bench Talk: Are You Paying Attention?
Are you paying attention to what you are spending? When it comes to our finances, paying…
January 27, 2017
Bench Talk: Habit of Generosity with Kids
Bench Talk: Habit of Generosity with Kids Video Outline: Is your money like manure? For all…
August 8, 2016
Bench Talk: Don’t Ignore Your Finances
One of the biggest concerns couples have is how to talk about their finances.…
May 3, 2016
Bench Talk: Great Coaches Cast Vision
One of my favorite movie quotes is from a film called Miracle. If you've…
January 27, 2016
Bench Talk: Yogi Berra & Retirement Questions
The great Yogi Berra once said, “If you don’t know where you’re going, you will…
September 28, 2015
Bench Talk: Making the NFL & Retirement
September 9, 2015
Bench Talk: Creating a Lasting Legacy
Creating A Lasting Legacy Clients frequently ask us about creating a lasting legacy for their…