I’m aware I’m being dramatic in saying “Financial Plans Suck”. Stick with me here for a bit though; I’m going to explain why I think...

Hiring a financial adviser can be a daunting task. Often, you’re seeking out someone who is currently a stranger to form what (you hope)...

I’d like to spend a few minutes discussing something that I’ve noted anecdotally many times in my career: Those who give regularly and...

Financial Wellness is something we’ve put in front of our business clients for several years now, and it appears the marketplace is...

I wish I could say I felt surprised when I got to the final page of my “Healthcare.gov” application and saw rates of $1400/mo for my...

I’ll never forgot my daughter’s response when I told her we weren’t going to be buying a $399 Cinderella Castle Lego Set: “But daddy, we’ll

Scott does a great job here summing up why individual investors are much better served going on "auto-pilot" than they are taking an...

As we draw closer to the end of 2017, the proposed tax-reform legislation is taking more of a defined shape and looming larger. Both the...

"We are what we repeatedly do. Excellence then, is not an act, but a habit." Wise words from Aristotle. And a good reminder that what...

Pseudo-psychoanalysis from your financial planner; just what you've been hoping for right? See this great article by Lauren Howe at...

Great quick read from Tadas Viskanta over at AbnormalReturns. We only have so much "mind space" available to us in any given day. What...

Awesome pseudo-psychoanalysis of our financial mindset from Carl Richards. Great quick read. I'd save a copy of this article and go...

I'm a big fan of simplifying any decision making process. Tony Isola hits the nail on the head with his article here: How to Choose and...