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We all know we need to be saving for the future, but I’m often asked, “How do I get started?” This task can feel daunting or perhaps you’ve tried in the past and failed. Here are three easy steps that … Read More

Growing up our family had semi-regular Game Night. I was particularly fond of Clue: The Museum Caper (still my favorite Clue game), Crossfire, The Omega Virus (“You human scum!”), and a made-up game that was essentially a tabletop miniature war … Read More

Fiduciary is a legal term that unfortunately has multiple definitions depending on whom you are applying the term to. The most basic definition for a fiduciary is one who puts the needs of the client before their own needs. Many … Read More

I recently ran across an article (this one from Forbes) about some of the pitfalls of putting gold or silver coins into an IRA. The main thing that caught my attention was that the qualified custodians who set up a … Read More

“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