18-year head start

For the longest time, I’ve been giving parents and grandparents advice on how to give their child(ren) or grandchild(ren) a […]
Are you a HENRY?

When most people start their careers, they aspire to earn a base salary of six figures (or $100,000). That somehow […]
Financial planning is like a puzzle

When was the last time you assembled a puzzle? I recently spent a Saturday afternoon with family, and someone had […]
Your Money Team

During speaking engagements, I like to talk about financially successful people and how they are constantly focused on building their […]
Financial literacy efforts in the U.S. need some work

Please visit The Nation’s Report Card on Financial Literacy and see what grade your state has earned for its financial […]
Let’s Disrupt Generational Poverty®

Everyone has been preaching for years that people need to focus on creating generational wealth for their families. During my […]
Credit Should Have Been Explained This Way

Credit is really, really important. Don’t agree? Take a look at the United States National Debt figures. This country wasn’t […]
Taking Inventory

Getting your financial house in order is a goal that most people set for themselves. Of course, not everyone will […]
How to Settle A Negative Account

Many people struggle with debt. Sometimes, you may not be sure how to attack it, especially if you’re delinquent on […]
How Can A Financial Planner Help Me?

Having a conversation about financial matters is a struggle for most people. We all understand that it’s imperative to have […]