We have all been there: talking about an experience or a position in life with another person who can completely relate and offer great advice because they have
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I attended a Wealth Management conference in Austin, TX recently with 168 other independent Wealth Management Advisors from across the country. Three days of
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A discussion that I often have with my clients is that the things they did to be financially successful for the last 30 years will look different than the next
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I had a client retire from her career a few months ago at an early age, in her mid-50’s. It was a big decision, as both her employment and her financial
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Ongoing formation is the essence of all types of wealth: our relationship with God or our spiritual nature, our families, our friendships, our roles in our
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As I get older, I have a much greater appreciation for my health. I eat nutritious foods and work out just about every day. Lifting weights and jogging are not
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I have many clients who have charitable hearts and follow their values with giving of their time, talent and treasure. As an advisor, it gives me tremendous
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Roth IRAs are among my favorite types of accounts. In fact, when I look at my own net worth statement, my eyes are always drawn to my Roth IRA first. Dollar
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It’s interesting how often people “compartmentalize” their thinking when they inherit accounts. That is, when receiving beneficial money, stock or other
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If you are in the decades of your life where you are saving for retirement, you may ask whether you should be contributing to a traditional pre-tax IRA or 401(k
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A question we commonly get asked is, When should I begin social security? Should I start early? Or should I start it later? The answer is, it depends.
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If you own an IRA or 401(k), you’ll be subject to Required Minimum Distributions, or RMD’s on the traditional or pre-tax portion of the account. The Required
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