Meeting with your accountant in the fourth quarter is the best way to prepare for the upcoming tax season.Read More

What do Cool Ranch Doritos have to do with Retirement Planning?Read More

This week, I include a graph from Raymond James which show significant market growth, but what does it not show?Read More

What is the most frequently asked question? It's a simple one . . . .Read More

The kids are back in school, and fall sports are up and running. Learn how meal planning can save you time and money.Read More

Is your employer-sponsored Health Savings Account (HSA) something you participate in because it seems like a good idea but you don’t fully understand how it works? Check out my blog to learn more about your HSA.Read More

We are experiencing a time in history in which so much is changing. One of the financial changes is the Child Tax Credit.Read More

Learn more about some interesting parallels between fishing and money management.Read More

One of the perks of using a a financial advisor is having immediate access to a professional with detailed personal knowledge of your financial situation.Read More

With real estate prices at historic highs, rental property owners should evaluate their true return on investment (ROI).Read More