Financial Wisdom
THEORY VS. PRACTICE In the financial world, there are a lot of rules about what you should be doing. ‘ These are items that even I recommend to clients. We all have to start from the same baseline and then customize solutions […]
retirement
Roth IRA or Traditional IRA
Clients and friends are always asking me financial questions. You might have similar questions so I have decided to share them with you. I will try and post at least 1 per week. Should I invest in a Roth IRA […]
3 Ways to Reduce the Amount You Have to Save for Retirement
Retirement Saving- So Important and So Hard The longest, toughest conversations I have are with sub 40 year olds about the importance of saving for retirement. It’s something so far removed from their brains because its likely 20 years, 30 years […]
Infamous Financial Quotes
Throughout my career, I have worked with all types of people and have heard some crazy things about money. Below is a short list of some of the most common things I have heard, and my responses. Have you said […]
Should I buy Term or Cash Value Life Insurance?
Clients and friends are always asking me financial questions. You might have similar questions so I have decided to share them with you. I will try and post at least 1 per week. Should I buy term or cash […]
