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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September 1, 2017
Money Management Lessons from Johnny Depp
Today, I want to talk about a story that's ripped right out of headlines,…
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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…
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October 11, 2016
Bench Talk: Why Do We Invest?
Why Do We Invest? Investing is risky so why do it? The reason is inflation.…
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September 5, 2016
Bench Talk: Bills Are Never Late
How do you live with regular bills if your income is irregular? How do…
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August 25, 2016
Bench Talk: How I Paid Off $50k in Student Debt
Did you know that there are over 40 million people in the United States…
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August 8, 2016
Bench Talk: Don’t Ignore Your Finances
One of the biggest concerns couples have is how to talk about their finances.…
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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,…
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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.…
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May 3, 2016
Bench Talk: Great Coaches Cast Vision
One of my favorite movie quotes is from a film called Miracle. If you've…
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