Could the way we currently do financial planning be a mistake? This blog looks at a financial planning mistake with how we do planning now, and how it might be
Have you ever met someone that is living in joy? They just always seem to be happy and uplifting. I can tell you first hand, it's refreshing to be around
Did you know that there are different types of financial advisors? Did you know that different advisors have different standards of care when dealing with their clients or customers? Some
Recently, I read in a book that a simple life doesn't always mean an easy life. After reflecting on this for a moment, it occurred to me that that the same
For many of us dreaming about retirement living, the idea of living a simple life, with no worries, comes to mind. Sitting on the porch, sipping tea and reading a
Do you know what mistakes most small business owners make? Sometimes small business owners have so much going on they aren't paying attention to their finances. The following article is a
Investing fees are not always easy to spot. Mainly because Wall Street has done a good job burying these fees in the small print of hundreds of pages of the
Watching the Masters reminds me that when I started my new company, one of the things I wanted to do was track clients’ net worth.
Why track net worth?
There are many
Does your financial advisor use the "F" word? And by "F" word I mean Fiduciary. If he doesn't, he should.
What is a Fiduciary?
A Fiduciary, according to Wikipedia, is someone who