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75% of people who fly through a windshield die. The chances of being in an accident like that are small. But the consequences are so

That’s so exciting! Congrats! You’ll soon be responsible for another human being! Woah. That’s a heavy responsibility. So now what? Now you get your $%&#

This week marks my 10-year anniversary.  On August 25th, 2008, I rolled into the office of Wachovia Securities for the first day of my new

We are all called Financial Advisors… for now.  The SEC is proposing restrictions on the use of “Financial Advisor” for brokers and insurance agents. Why

There once was a man who had a squeaky hardwood floor.  For months and months he tried to fix it.   But for the life of

Caveat Emptor.    Buyer beware. If someone’s job title contains the word “Advisor,” you would think they’d be required to give you good advice.   Or at

6 hours of my “reading time” every week is dedicated to honing my craft- staying on top of industry trends… researching new financial planning strategies…

It’s week 2.  Still going strong on your 2018 goals? Below are 4 tips to keep your momentum going when February rolls around and your

Hope everyone had a nice New Years.   It’s January 4th, and the world is back to work. My 2018 planning is complete, so I thought