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…
July 27, 2018
The Value of Financial Planning
We are often asked, “what’s the value of financial planning?” Fair enough question, and similar…
April 21, 2018
The Retirement Crisis We Face
Americans are currently facing a serious retirement crisis. While many retirees have a general sense…
September 1, 2017
Money Management Lessons from Johnny Depp
The Importance of Money Management Today, I want to talk about a story that's ripped…
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…
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…
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…
February 14, 2017
Bench Talk: Getting Financially Prepared
Another New Year – Brings out the prognosticators Some our predicting a return to Boom…
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…
May 22, 2016
Should You Change Your Life Insurance
Life insurance is an important financial tool. Like most tools, it can be used effectively…