4 Ways To Double Your Tax Refund
Is Tax Day a good or bad day for you? In the financial planning world, we would say that getting a big refund means it’s a bad day… I bet you didn’t see that coming! A big refund is merely […]
financial planning
Retirement Portfolio – Pay Attention!
Your Retirement Portfolio is Very Important. I am reviewing a new client’s retirement portfolio from one of the big wire houses’ and I swear there is steam coming out of my ears. Why you ask? Let me tell you: […]
Financial Planning in Your 30’s – Don’t Make These 10 Mistakes
Financial Planning is a life-long process that begins when you make your first financial decision and even continues after the conclusion of your life,with the disposition of your estate. It is humbling journey, where the numbers keep everyone honest. […]
3 Questions to Ask Your Financial Advisor
Do You Feel the Professionals In Your Life Are On Your Team? Is your doctor looking out for your well being all the time? Or ordering up unnecessary tests? Is your accountant giving your tax return a proper analysis? Or, […]
5 Questions to Ask Before Starting a Business
A common conversation I have with my clients is the possibility of leaving their current job and starting a business. A lot of them have grown tired of commuting to work, where they sit in a cubicle and do someone […]
