What Kind of Life Insurance is Best?
If yesterday had been your last breath, your spouse would not care what kind of life insurance you had used. He or she just wonders if enough was bought to stay in his or her own world.
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Who Will You Trust About a Trust?
In my work I have many financial conversations. In such conversations, a family will often show me a thick binder that contains their trust. Sometimes they cannot explain why they purchased it. They are confused...
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Positive Planning for Tough Times
Over a hundred years ago, Stephen Foster wrote a song entitled "Hard times come again no more." Well, apparently he was a better musician than an economist, because here we go again.
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How should you pay off your house?
We need a house to live in. How it’s paid off makes a world of difference in long term net worth. Conventional wisdom says, “Get out of debt; give as much money to the bank as possible, and build equity in your house.”
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What to do when you come into money.
So you’ve come into some money. Maybe even a lot of money. Now what? You know your finances will change, but what about emotions? Friendships? Decision-making ability? Long term net worth and cash flows?
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Client Goals
My client’s goals are to achieve greater long-term net worth with less risk.
WE WANT TO HEAR FROM YOU
What is your biggest frustration and/or question about your finances?