• A man sitting on a stool with the words keep it simple stocks.
    The KISS Principle
    Keep It Simple Stupid (The KISS Principle to Investing) The KISS Principle is something that I’ve grown up having engrained into my head. If you haven’t been hit over the head with…
  • House, For sale sign.
    House Buying – A Big Commitment
    Buying a house is a big commitment. While one of your first steps (after saving money for the purchase) is to speak with a mortgage professional, they will provide you with an overview of what their formulas say that you can afford. Before committing to buy a home, it’s important to consider other important factors.
  • What are REITs?
    Pros and Cons of REITs
    In the past several months, I have fielded calls from a few different clients that have heard, and become interested in, investing in Real Estate Investment Trusts (REITs for short). A REIT…
  • Football, group
    Five Lessons Football Teaches Us About Finances
    Football season is (finally) here. For those of us that love the game, it’s one of the best times of the year. For those that love those of us that love the…
  • Ice cream cups, wooden table.
    We All Scream For Ice Cream!
    We’re in the birthday season in my house. While it would be wonderful if this was limited to one party for my (almost) 8-year old son, this is not the case. In…
  • A bull statue in front of a building.
    3,453 Day Bull Run
    On Wednesday, the bull market turned 3,453 days old. By most definitions, that is the longest bull run on record. Since the financial crisis bottomed on March 9th, 2009, the S&P 500…
  • Finance, laptop.
    Ten Free Tips To Financial Freedom
    I sometimes get asked to dispense with some free financial advice. Frankly, there are times when it doesn’t make sense for someone to pay a financial planner to put a plan together…
  • man, writing, debt
    Ten Steps To Paying Off Your Debt
    Getting into debt can seem like a very easy thing to do. Outside of home or car loans, it’s not something that usually happens overnight. It takes time for the debt to…
  • 401k millionaire what does it take to become a millionaire
    “How To Become A 401(k) Millionaire” Rebuttal
    How to Become a 401(k) Millionaire – A Rebuttal I read an article the other day entitled “How to Become a 401(k) Millionaire“. The premise of the article (if you don’t want…
  • Couple, wine
    Fiduci-what? Who Are Fiduciaries? Plus Five Basic Principles of Fiduciary Duty
    This post isn’t directed as something that the average person is probably interested in. It is truly intended for business owners and fiduciaries of retirement plans. If that is you (or you…
  • beach, palm trees
    8 Little Known Ways To Save Money On Vacation
    8 Little Known Ways To Save Money On Vacation There is something special and relaxing about vacation. People love planning for it, talking about it and dreaming about it. (Interestingly enough, there…
  • Basketball ball, basketball hoop.
    Madness in March
      It’s that time of year again – MARCH MADNESS! Those who know me well, know that I absolutely love this time of year. The culmination of the basketball season is, for…
  • Tax, implications
    La Mort Et Les Impots
    La Mort Et Les Impots Benjamin Franklin once wrote: “Notre constitution nouvelle est actuellement établie, tout paraît nous prome promettre qu’elle sera durable; mais, dans ce monde, il n’y a rien d’assure que…
  • ipad, stock chart.
    Market Chaos and Your Portfolio
    Market Chaos and Your Portfolio Holy Volatility! It has definitely been a rocky week since our last blog post. Since that time, we’ve seen: Friday – 02/02/2018 – DJIA Plunged 666 points (2.5%)…
  • A plate of food with the words complimentary dinner presentation on it.
    FREE DINNER!!!
    Free Dinner Seminar & Complimentary Dinner PresentationSecrets Revealed It appears that it’s that time of the quarter again. If you haven’t received it in the mail yet, there’s a good chance you…