What does it mean to be a Fee-Only Planner?
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“Fee-Only” in its purest sense means just that: the financial advisor is ONLY paid by fees paid by the client. Some advisors out there market themselves as fee-only, yet receive other payment for their services, usually indirectly. But even within … Read More

What is Financial Planning?
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Since I have spent my entire adult life in the financial planning industry, I often forget that many people do not have a clear picture of what financial planning truly is. Why? Because the definition of true “financial planning” is … Read More

Adulting Through the Decades
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In February, our family celebrates six birthdays between the ten adults in our family, spanning 4 decades. So with that on my mind, I created these financial to-do lists organized by the decade to help build your financial future, no … Read More

Top 7 Family Games
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As a father of two, and an avid board gamer I’m always keeping an eye out for those elusive games that are easy enough for my kids to grasp, but still enjoyable for my wife and me. After lots of … Read More

How the new tax code affects you
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If you’re like most Americans, you know the few key points about the new tax law that your favorite news show or website keeps highlighting. I wanted to create an easy way for you to review what has changed that … Read More

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