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How to Pick the Right Life Insurance

Choosing the right life insurance policy is one of the hardest, but most important financial decisions you’ll ever make in your life.

Estate Planning Basics

Every year I like to revisit the topic of basic estate planning, because it really is one of the most important pieces of knowledge that a person can possess.

Choosing Between a Roth 403B and a Traditional 403B

Should you choose a Roth 403B or go the traditional route?

It might be a question you’ve asked yourself without knowing where to begin looking for the answer,

Predicting the Market

If you go all the way back to the time just before the 2008 financial crisis, finding predictions by countless experts about where the market was heading was easy.

Active Managers and Their Advantage with New Bond Issuance

Have you heard about new bonds coming to market? Probably not, but it’s something I feel you should know about.

Is Indexing a Tragedy of Commons?

Have you ever heard the expression ‘The Tragedy of Commons’?

It’s an economic term that means an action benefits the entity committing it,

Doing What You Love May Earn You More Money

I always ask every client if they love what they do, and about half say yes while the other half say no.

Opening a 529 College Savings Plan

Among the many different types of savings plans designed to fund a college education, I’m of the opinion that 529 plans should really be considered.

Paying for a Wedding

Understanding the value of a dollar is a valuable skill. When you look at the world around you, you want to break everything down into cost effectiveness.

Are You Rethinking Your Retirement?

I recently read an article about prospective retirees who were rethinking their plans for retiring because of feeling uncertain or anxious about the future.

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