What Would You Do?

What is life? We’re born, go to school, get a job, get married, have kids, retire and die. Is this all it is? A few days ago, I reached out to a client and left a message just to check-in. A few minutes later, he called me back and let me know that the night […]

7 Secrets to Find the Right Financial Coach

How do you find someone who will not waste your time, efforts or money in your quest for financial success? Whatever your biases, I believe it is critical that you find someone who can maximize your potential, time, and money. You only have so much, and there are many people who can lead you astray. […]

The Most Important Dress Rehearsal

Benjamin Franklin said it best, “In this world nothing can be said to be certain, expect death and taxes.” We prepare for our taxes every year.  We also prepare for every major life event, including our graduation, marriage, and the birth of our children, except for one – our last event. Whether it’s due to […]

Our Retirement Reality

We are all unique. Our differences are vast and we don’t always agree. However, in many ways we are also similar. Most of us want to retire. If retirement is a focus for so many, or maybe has become an American tradition, why do so many fail? Why do I continue to read statistics such […]