“Everyone has a plan until they get punched in the mouth.” Many investors are sharing Mike Tyson’s sentiment after the worst single day in the stock market since Black Monday. The short-term losses appear to be a direct result of…
Will your retirement regrets list be full of “I wish I would have…!” What if you could use regrets of other retirees to change or improve your current course? Listening to the wisdom of those that have gone before you,…
Fee-only financial planning? Sounds like a mouthful. Let me explain… I recently had the pleasure of returning to my alma matter at NC State to speak to the Finance Club about fee-only financial planning as a career path. The finance…
A few weeks ago, I had the pleasure to attend the inaugural Wealth/Stack Conference in Scottsdale, Arizona. The content of the conference piqued my interest for multiple reasons, but I had 2 main goals in attending: Tech Stack In financial…
There’s a lot of conflicting information about buying a timeshare. Many call it the worst financial decision you could make. On this episode, we invite Allison Berger to discuss the pros and cons of buying a timeshare. If you’ve…
Are you looking for money and/or time-saving tips now that the summer is over and the kids are back to school? Summer can always feel expensive with summer camps, vacations, and then back to school shopping. With fall approaching…
As parents of young children, Grace and I were recently discussing the negotiation tactics between spouses for time away from the family. This can be something as simple as heading out for a yoga class or having dinner with a…
Capital One is the latest financial institution effected by a data breach. You can watch Allison Berger discuss this data breach on Spectrum News by clicking here. This penetration was masterminded by a former Amazon Web Services employee. Millions of…
Most of us have likely been in a conversation and said, “That reminds me of a scene in the movie…” to emphasize a point. Movies have a powerful way of presenting memorable situations where real life decisions and money…
Financial advice has long been a male dominated industry. Women represent 51% of the US population, but only 23% of CFP® professionals are women and this percentage has stagnated over the past decade. Why is there a feminine famine…
