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When people talk about retirement planning, they generally mean “planning” in the financial sense.  That kind of planning is a big job, and it’s not uncommon for couples to leave their focus there and neglect to plan for what they want day-to-day life to be like during retirement. 

It’s not uncommon for people to comment on my success and ask me to share some of the keys that have helped me achieve what I have accomplished.  This is always an incredibly hard question to answer because I know that part of what people are looking for are things they can do themselves.  I could give a myriad of answers about education, the family values that were instilled in

How long has it been since you accessed your smartphone? An hour? 15 minutes? Maybe you’re using it right now to read this blog post. With the advanced capabilities of our smartphones today, it’s no wonder we spend several hours a day using our mobile devices. We use it to count our steps, help us navigate, edit photos, deposit checks, among many other tasks.

People often ask financial advisors if we have any ideas on how they can save more for things like retirement or college or dream trips around the world.  The answer is always yes, but some of our suggestions are not always welcomed with open arms. 

Most people are familiar with the concept of having to pay capital gains tax on the profits from the sale of a house if the sale meets certain conditions.  If you aren’t familiar with them, the standard rules are that single people can exclude $250,000 of profit from the sale of house from taxes; married or unmarried people who jointly own can exclude $500,000.   

One of the hardest things for financial planners to help people accomplish is correcting financial decisions that weren't sufficiently thought through at the outset.  In failing to ask the right questions before making a decision, people frequently cheat themselves out of the ability to have more money and a more comfortable lifestyle in the future.  And they sometimes place thems

The IRS has released its annual “Dirty Dozen” list of tax scams, and it should come as no surprise that the list indicates fraud of all kinds is on the rise. 

We recently found an important potential risk to your financial health and here is the information you need to protect yourself.

According to a recent issue of Investment News, another Social Security scam has been discovered.  It only affects SOME of those who have established online accounts with the Social Security Administration.

Many investors regularly experience anxiety related to investing.   They wonder:

Am I doing this right? 
Am I doing it at the right time? 
Am I going to reach my goals? 
Am I going to miss out on something big?

I, like many of you, am an animal lover.  I recently got a puppy with my fiancée.  Stevie Nicks, the puppy, is a Golden Doodle and quite possibly the cutest thing that I have ever laid eyes on, excluding my fiancée.  I thought this would be a good opportunity to share some advice and warnings when it comes to adding a furry companion to your family.