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How Can I Beat the Market?

Want to know how to beat the market? “Sure,” you may say, “it’s possible. If I spent my every waking hour researching undervalued...

Is a cash reserve necessary?

I met with a couple recently to deliver their financial plan, and throughout the first half of the meeting we laughed repeatedly as they...

Where should I save for retirement after my 401(k), 403(b) or employer plan?

First off, if this situation applies to you then let me say… “Congratulations!” You’re doing a great job of saving for your future, and...

When Not to Rollover Your 401(k) or 403(b)

The financial industry wants to make sure you are fully aware you left something behind at your old employer. That retirement account...

What if you can't work in retirement?

I first met with Steven and Janice (names changed) a few years ago. They had always saved somewhere around 5% of their salary, but at...

How to get on sound financial footing after graduation

As graduates seek to start their careers, many have high expectations, and many questions on how to get ahead. Below are four things I’ve...

Where should I invest today?

I meet with individuals on a daily basis that have different perceptions of the world, and how they should react with their portfolio:...

How much should I invest in stock from my company?

Have you ever worked at a job that gave you access to more of something than you could ever want? You might be a pizza lover, but let me...

Who should be my power of attorney in health and financial matters?

When it comes to estate planning it is not only important to have the right documents, but it is crucial to have thought through the...

Top Income Tax Filing Mistakes

Tax filing season is underway and while you still may not have all of your forms, below are a few of the biggest mistakes I’ve seen in...