Jul 23, 2021Dave Ramsey's 12% Investing Target Not RelevantI like Dave Ramsey. I’ve thought about teaching his courses, yet, there’s something about being a NAPFA advisor that generally means one...
Jul 23, 2021How Should You Pay For Financial Planning AdviceI’m different, and I know it. I’ve come to find personal fulfillment in trips to my dentist. It was a realization not many years back...
Jul 23, 2021Why 529 Plans May Not Be Best Place for College SavingsPresident Obama’s announced plans to use executive orders to change student loan payback and loan forgiveness continues a trend of...
Jul 23, 2021Financial Advice From Mutual Fund and Annuity Firms is Often Bad AdviceRecently I was able to review an investment and financial plan delivered to a client by a mutual fund company. I’ve written here at...