Why Passive Investing Scares Me...Especially Now

Fact: 50% of every invested dollar today is placed in index funds and exchange-traded funds (ETFs)

Gaining the Upper Hand on Debt

Let’s play a game of word association. What comes to mind when you hear the word debt? Anxiety? Worry? Concern? If you blurted out any of these responses, you’re not alone. One thing most Americans have in common is that they carry some form of debt.

Build More Wealth

It's no surprise that money is the biggest source of stress for Americans. In fact, a survey by the American Institute of CPAs found that more than half of Americans with debt say that it's negatively impacted their lives. If you want to take control of your finances, here are five easy tasks that can help get you moving toward financial health and growth.

More Money in the Bank

We all would love more money in our bank account, right? Are the "little" things keeping you from getting the things you truly want?

The Life of a Middle-Aged Man (Part 4)

My My five things for the week:

How Much is Enough?

"How much is enough?”

Health Savings Account vs. Flexible Spending Account? Which is Better?

What is the difference between a health savings account (HSA) and a flexible spending account (FSA)? Is one better than the other?

In the Blink of an Eye, She Was Gone

Several years ago, I asked a client, “If your wife died today, can you afford someone to help you take care of your three kids?”

Saving for college, so many choices. Which one fits my family’s needs?

The hardest thing about being a parent is that time flies by so fast when raising children. One minute you can hold them in your arms and the next minute they're graduating high school. Once they have graduated from high school, typically college or trade school education is next. Individuals with a college degree make substantially more than those who don't. As a parent we want the best for

Realtors: It's Tax Time!! Tax strategy that will save you $$$$!!

It’s so common. I always ask the question to our prospects who are realtors, ‘”How do you receive your commissions?” Most come back to me with a simple , “I receive them in my checking account.” And most pay ordinary income tax on their earnings.

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