December 6, 2018
The Retirement Savings Crisis
There is no sugar-coated way to say this: we have a retirement savings crisis…
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November 15, 2018
You Need A Solid Financial Plan
Some of you might remember the football player Brandon Williams who was drafted in 2006…
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November 1, 2018
Are Interest and Dividends Working for You?
Do you know the difference between simple-interest and compound-interest? You’re probably scratching your memory, thinking…
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October 10, 2018
Market Commentary Ignore the Volatility (Again)
Nobody likes volatility. It can scare the heck out of the best of us,…
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September 12, 2018
New Tax Plan: Why Did My Paycheck Change?
2018 is well underway, and the affects of the new tax plan are starting to…
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August 31, 2018
Bench Talk: What Makes Fee-Only Different
There is a hierarchy of Investment Advisors that we would like to share with…
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August 11, 2018
Financial Planning and Delayed Gratification
Stanford's Marshmallow Experiment In the ‘60’s Stanford conducted a test with 4 and 5-year kids,…
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July 27, 2018
The Value of Financial Planning
We are often asked, “what’s the value of financial planning?” Fair enough question, and similar…
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July 25, 2018
Bob Lazzarini Introduction
Meet Bob Lazzarini - businessman, educator, consultant, and coach. In this Bench Talk, Bob gives…
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July 13, 2018
Adrian Heywood Introduction
What are the three most important things people need to remember in order to lead…
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