Develop Financial Character

Becoming Knowledgeable: Investments and the Economy

You have probably heard the word “economy” discussed in the news. It sounds important, but what does that mean and how does it relate to you and your investments?

Becoming Celebrated: Risks in Retirement

  Do you want to retire as early as possible? Or do you love what you do and plan to continue working forever?

Becoming Celebrated: Spend Down and Income Planning

Have you ever heard someone talk about having their "number" for retirement? 

Becoming Noteworthy: Group Benefits

As a business owner, it is thrilling and exciting to be off on your own! I can't even explain it fully, but when I opened up my own financial planning firm without anyone "over" me, there was actually a huge sense of relief. I could finally do things my way and earn whatever I was capable of.

Becoming Protected: Health Savings Account

Imagine if there was a type of investment account that you could save money into before taxes, it grew without taxes, and you could take the money out without taxes. 

Becoming Celebrated How an IRA Works

Imagine this, you graduate high school, go to college and pay off all four years of college by working a simple summer job. When you graduate you have enough money and credit to start a family, buy a home, car, and even a lake house. You work at the job for years, and they promise you a pension that will pay out a [...]

Becoming Dynamic: Retirement Planning Find Your Number

We just celebrated St Patrick's Day, and I wanted to talk about the "Gold at the end of the Rainbow" Retirement.