We look to measure success in different ways throughout our lives: report card in school, GPA in college, performance reports in our careers. In order to do well at something, we have to know how we’re being measured. Read more…
Spending Too Much? Here’s What to Do
What do you think is the most common problem people have in the process of building wealth? Read more…
3 Times You Shouldn't Roll over Your 401(k)
Financial advisors are quick to encourage individuals transitioning into new jobs or who are near retirement to roll their 401(k) account into an IRA. But is a rollover always your best option? While it’s a popular move, that doesn’t mean it automatically makes sense for everyone. Read more…
Transitioning Your Business? Consider These Questions First
Like most major life decisions, the choice to exit your business should not be made alone. Read more…
Why Market Prediction Is Harder than You Think
Imagine The Wall Street Journal ran a contest for its subscribers in which each subscriber viewed 100 photos of various men and women. To participate in the contest, each subscriber must pick the six most attractive people. The subscriber that choses the photos voted for most often will win $1 Read more…
Do You Have a Bad 401(k) Plan?
When I first meet a potential client, I’m always disheartened to see the poor retirement plans offered by employers. Read more…
The 3 Best Uses for Your Tax Refund
According to the IRS, U.S. taxpayers received $264.5 billion in total refunds in 2016. That makes the average refund total about $2,993. Read more…
6 Signs It’s Time to Sell Your Business
There’s no right or wrong reason to sell your business; when you’re ready, you’re ready. Read more…
How Much Can I Afford: Home, Car, Credit Cards, and Savings?
One of the most frequent questions that I get asked by my friends and family is, “How much do I need to buy ________?” Read more…
College Freshmen: 3 Things I Wish I Knew
Pick a dorm. Sign up for classes. Buy a laptop. As a recent college graduate, I can remember going through my checklist of everything I needed prior to my college move (on top of all the pieces of advice my parents were attempting to engrain in me). Read more…
