Financial Fitness

Do You Know Your Financial Fitness?

There is a companion podcast for this post available. You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher. There’s a reason you hear so many comparisons made between the daily decision making around…

My FPA NexGen Gathering Experience

There is a companion podcast for this post available. You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher. Influencer: (n.) the action or process of producing effects on the actions, behavior, opinions, etc., of another or others I recently attended a conference called FPA NexGen The Gathering. Typical…

It’s The Little Things, Ep #12

It’s the little things. From Tom Brady to Nick Saban, high performers tout their focus on the small details as the secret to their success. Little things make up the big things. But doing the little things is easy to…

Graduation Gifts That Make a Real Difference

You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher.  Think back to those wonderful days leading up to your Graduation.  Your time was likely spent attempting to secure a job, celebrating with friends and family and…

Understanding the Average Investor

Don’t Be an Average Investor

When signing up our daughter for soccer, I immediately began daydreaming about the all-star skills she would have her first season ever playing an organized sport. I’m not sure how or why my thinking immediately went to that spot, but expectations were sprouting…

Are You Missing Tax Opportunities?

I’m not sure about you, but we haven’t met many people that wouldn’t love to lower their tax payments. As we move in to the heart of tax season, do you find yourself wondering every year around this time, what other…

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