Two important topics that you should know about are retirement planning and systematic investing. These two topics are connected to each other as well as all of us, so you want to make sure you know everything there is to know about them in order to build a strong financial future. In this post we

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. Without the right tools, the basics can get overlooked and your entire financial plan for your future can get derailed. A common thing I see is

I always ask every client if they love what they do, and about half say yes while the other half say no. From what I’ve read in other places, only about 30% of people actually like their jobs while everyone else either hates their job or just tolerates it. Now, to be fair, not everyone

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. From food to clothing to services, everything has value and realizing that value can help justify or avoid making a purchase. There are some big purchases, like college

How many financial advisers do you work with or how many accounts do you have with different institutions? If you’re like many Americans, you probably work with more than one, but that could be a number that’s changing. I recently read about a trend that sees many people consolidating the number of investment advisers they

Real estate and land have built countless fortunes over time. Think about Manhattan Island, and how it was purchased for what would equal roughly $600 in today’s money. It’d be hard to say just how much the island is worth now, but Peter Minuit, who purchased the island, definitely didn’t overpay. Even when statistics show

There are a lot of different aspects of personal finance, so it would make sense that you wouldn’t have mastered all of them. Even if you’re comfortable with things like mortgages and stocks, there are still some things to learn. Because of that, I’d like to look at some common mistakes I see people make

A lot of people believe that mortgage rates will automatically drop when the Fed cuts interest rates when, in reality, it can sometimes be the opposite. When you hear about the fed cutting rates, the headline is referring to the Federal Funds Rate, which is the overnight lending rate that the Federal Reserve uses with