February 6, 2019
The Best Financial Plan is Not Based on Money
If you ask most people “what is the basis for the best financial plan?”, odds…
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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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April 21, 2018
The Retirement Crisis We Face
Americans are currently facing a serious retirement crisis. While many retirees have a general sense…
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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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July 13, 2017
Bench Talk: How Does Life Insurance Really Work?
Everyone needs some sort of life insurance but how do you determine what type…
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June 19, 2017
Bench Talk: 5 Things You Can Do
5 Things You Can Do Today Here is your personal financial short list: Start an…
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March 30, 2017
Bench Talk: Your Instincts Can Kill You
Your Instincts Can Kill You Picture yourself strapped into a machine full of kerosene with…
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February 14, 2017
Bench Talk: Getting Financially Prepared
Another New Year – Brings out the prognosticators Some our predicting a return to Boom…
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July 27, 2016
Bench Talk: You Don’t Have to Win the Lottery
Many people believe that they need to win the lottery to get their finances…
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May 22, 2016
Should You Change Your Life Insurance
Life insurance is an important financial tool. Like most tools, it can be used effectively…
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