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

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. Financial inertia is one of the biggest road blocks to having a successful financial plan. In…

The Importance of Financial Planning

There is a compainion podcast for this post avaliable. You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher. When major life events occur, you might wonder “What will this change bring?” or “Can…

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

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 or Google Play.  When signing up our daughter for soccer, I immediately began daydreaming about the all-star skills she would have her…

Are You Missing Tax Opportunities?

There is a companion podcast for this post avaliable. You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher.  I’m not sure about you, but we haven’t met many people that wouldn’t love to lower their tax payments….