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Friday, August 19, 2016

Let me start off by saying, we all know that one of the most important parts of being a parent is making sure that your child is well provided for. A large part of providing for your child is making sure that they get a good education....

 

Friday, July 29, 2016

Imagine this scenario. You get an email that appears to be from your bank. You open it and read a message riddled with misspelled words that direct you to “click the link below.” You click on the link, and are taken to a...

 

Thursday, June 30, 2016

By now, you’ve probably heard a lot about Brexit. It might seem like a strictly British affair, but it actually has profound economic implications for us here in North America. As a financial advisor, it’s my responsibility...

 

Thursday, June 30, 2016

During the summer of 1893, a teacher named Katherine Lee Bates encountered a sight she would never forget. As she told it: “One day some of the other teachers and I decided to go on a trip to 14,000-foot Pikes Peak. We hired a...

 

Thursday, May 26, 2016

Financial security in retirement doesn’t just happen. … It takes planning, commitment, and yes, money. 1. Start Saving, Keep Saving, and Stick to Your Goals If you are already saving, whether for retirement or another goal...

 

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Thursday, May 26, 2016

During this Memorial Day holiday, may we remember all those who have died in defense of the freedoms that we enjoy every day. The following story took place in the fall of 2000, and I thought I’d share it with you in honor of...

 

Tuesday, April 26, 2016

In the past, I’ve occasionally sent letters on ways to protect your finances from crooks and criminals. Many people have told me how much they appreciate these letters, so I thought it might be a good idea to delve even deeper...

 

Tuesday, March 22, 2016

In professional sports it’s becoming more and more common for athletes to broker trades to teams that are located in tax advantaged states. For example Tony Romo’s contract with the Dallas Cowboys makes him the fifth...

 

Thursday, January 21, 2016

This turned out to be a pretty decent year for me and, I hope, for you also, and I wanted to share this story that was related to me by an acquaintance. This was what he said: One December night a man came home late to find a small...

 

Tuesday, January 19, 2016

I was thinking about goals and New Year’s resolutions when I came upon the story of John Goddard—an adventurer, lecturer, and perhaps “the world’s greatest goal achiever.” If you’ve ever read the...

 

Tuesday, November 24, 2015

Time for Thanks It seems that every year the holiday season starts earlier and earlier, leaving us with little time to really enjoy Thanksgiving and reflect on what we’re grateful for. So here’s my list! My Family Freedom...

 

Thursday, November 19, 2015

As the days get shorter and the nights longer, most people start turning their attention to upcoming holiday plans and Christmas shopping. But there’s something else on the rise during this time of year: charitable giving....

 

Monday, September 21, 2015

Tomorrow is Never Promised You work hard for what you have and don't you want to make sure your family will be ok if something happened to you? We insure our homes, our cars, even our big screen televisions, but what about the people...

 

Thursday, September 3, 2015

Happy Labor Day! As you know, the history of Labor Day is filled with the stories and sacrifices of hundreds of thousands of laborers throughout our country’s history. I always considered the holiday to be a chance to reflect on...

 

Sunday, August 2, 2015

Summer is one of my favorite times of the year… inspiring. Hope you are enjoying the longer days. Recently, I read a beautiful story about a cab driver who, displaying just a little patience, ended up having one of the most...