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…

Am I Saving Enough? Here’s How to Tell

There is a companion podcast for this post available. You can listen through the player above, or subscribe to our podcast on iTunes, Stitcher or Google Play. During our first meeting, a 55-year-old couple asked, “How do you think we’re doing for…