Recent Articles
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 …
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 …
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 …
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 …
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 …
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 …