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My clients and I develop close, personal relationships.   Helping people send their kids to college, buy their first home, and retire is a very intimate

If you read last week’s post you know more than 90% of the American public – not all “financial advisors” are the same.  Quick recap – there’s

You’ll want to read this for two reasons: 1) it directly impacts you and 2) understanding it will make you sound smarter than all your

When was the last time you looked under the hood of your car? If you haven’t recently, you should.  It will give you a tremendous

Mike’s a good guy.  He likes helping people.  He’s been a financial advisor for over 25 years.  Mike’s also an old coworker from Wells Fargo. 

One year ago this week, The Financial Zen Group opened for business.  Every morning I pinch myself because I can’t believe it’s real.  I am living

You know the cheeseball at Thanksgiving dinner who initiates the “What’s everyone thankful for?” round table? Well in my family, that cheeseball is me.  Since

Want an inside look at what happens behind closed doors at big Wall St. firms? Then read on! Over my years at Wells Fargo, I saw a