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    Financial Planning (4)

    Estate Planning: 6 Ways To Financially Prepare Before You Die

    If I knew today was my last day, what would my legacy be? This isn’t a comfortable question, but it’s an important one. Answering it begins with a conversation — an open, honest moment with yourself and your loved ones. Many people don’t want to even think about creating an estate planning strategy because death has traditionally been seen as the end, so what would be the point? The point is to have a positive impact and not leave your loved ones in disarray after you’re gone.

    Why Emotional Investing Is Your Biggest Pitfall

    These days I’m hearing a lot of questions – from clients, friends and family, and in the media,...

    Relentless: Investments, Inflation, and Your Financial Future

    When I think of the word “relentless,” I think of John McClane, the character that Bruce Willis...

    5 Questions To Ask Before You Invest

    While throwing money into a savings account is crucial to building your emergency funds, this alone...

    Financial Planning for Families: How to Prepare for Children

    From buying the safest car seats to planning for college, you want to provide the best of...

    How To Manage Debt: Should I Pay It Off or Invest?

    Many people have an unhealthy relationship with debt, especially credit card debt. Debt can keep...

    “Too Much” Equities

    Let’s talk about prospecting, which is something I think of often. Imagine you meet with a...

    Owning Your Agenda

    You may have noticed, many of my musings start with ownership of a major sports team. That’s...

    If You Can’t Stand the Heat…

    I thought I’d start out with a couple of definitions. I know these are common words, but it’s...

    Which Side Are You Protecting?

    On the MLB network I watched a sports documentary about Cal Ripken Jr. For those of you who aren’t...
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