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    Retirement Planning Tips: 9 Things To Do Before You Retire

    Intentionality: The Secret Ingredient in Retirement Planning Tips Retirement is a big deal. It’s a transition that a lot of people don’t think about beyond just making sure they have enough money in the bank.

    The Holy Grail of Misconceptions: Let’s Talk About Losing Money

    Allow me to set the stage. A few weeks ago, I found myself in what can only be described as...

    The Investor vs. The Speculator: A Tale of Two Mindsets

    I want to tell you a story about something that has stuck with me for years — a lesson that defines...

    Ask For What You Want: A College Decision and Financial Planning Story

    This is the third of a three-part series on College Planning. To read the first segment, click...

    Pander, We Will Not: Our Financial Advisor Fiduciary Duty

    Recently, Morgan Stanley was fined $15 million by the Securities and Exchange Commission (SEC) for...

    7 Questions Parents Should Ask Regarding How to Pay for College

    This is the second of a two-part series on College Planning. To read the first segment, click here.

    Beyond the Million-Dollar Mark: Defining Your Retirement Goals

    A number is not a retirement goal; what’s your goal, really?

    Are You Being Burned By Variable Annuities?

    A few years back, I met a prospective client — let's call him Peter. He came to me through a...

    What Motivates Your Financial Advisor? What Motivates You?

    When I think about people and their motivation in the realm of work, I think of three categories.

    The Real Risk of Target Date Funds and How to Take Control of Your Financial Future

    Just the other day, a friend called to tell me about a conversation she overheard.
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