August 31, 2018
What Makes Fee-Only Different?
Hierarchy of Investment Advice and What Makes Fee-Only Different There are a lot of advisors,…
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…
October 11, 2016
Bench Talk: Why Do We Invest?
Why Do We Invest? Investing is risky so why do it? The reason is inflation.…
August 25, 2016
Bench Talk: How I Paid Off $50k in Student Debt
Did you know that there are over 45 million people in the United States…
August 8, 2016
Bench Talk: Don’t Ignore Your Finances
One of the biggest concerns couples have is how to talk about their finances.…
July 12, 2016
Bench Talk: 10 Questions to Assess Your Estate Plan
It’s important to assess the health of your estate plan. More often than not,…
May 17, 2016
Bench Talk: Brewing The Perfect Financial Plan
For today's Bench Talk I'm going to be talking about beer and financial plans. I…
May 3, 2016
Bench Talk: Great Coaches Cast Vision
One of my favorite movie quotes is from a film called Miracle. If you've…
March 9, 2016
Bench Talk: Wealth Transition Troubles
We’re currently in the greatest transfer of wealth that history has ever seen. Anywhere from…
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…