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…

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?

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….

Are Financial Advisors Worth the Fee?

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. Links mentioned in the show are listed at the end of the article. I recently read an…

Why Monitoring Goals Matters Most

So many of us get charged up and rattle off an impressive list of goals but then struggle to follow through. The disconnect between creating and accomplishing is where life change gets stuck. Months pass and we realize our lives are…