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A Matter of Perspective

There once was a blind man who was miraculously given his eyesight. For his entire life he had accomplished everything he needed to do without …

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Trains, Tickets, and Taxes: All Aboard!

Imagine that there are four people in line to purchase tickets at the train station. One after the other, they each purchase one ticket of …

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Relationships are Fundamental

It’s a funny thing about advice. Everyone seems to have an overabundance of knowing what others should do, and they have no problem telling you …

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THE PERSONAL ECONOMIC MODEL

One of the communication tools we use when discussing retirement plans is the Personal Economic Model®. Much as a medical doctor would use an anatomical …

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Qualified Plans: The Hidden Truth

For many people, the term 401k is synonymous with retirement preparation, and sometimes represents the full extent of their preparedness. Such accounts are often included …

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Why My Clients Choose to Work With Me

If you have had any previous experience with a financial advisor, chances are the conversation revolved around how much money do you have, where it’s …

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