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There’s More to Retirement than Just Numbers

There’s More to Retirement than Just Numbers

Have you considered the emotional aspects of retirement and how to plan wisely? In today’s world, many people are working well past the age of 65 before retiring. Some may not be ready to retire just yet because they like what they do, want to keep busy,...

3 Key Principles to Teach your Kids about Money

3 Key Principles to Teach your Kids about Money

As a CERTIFIED FINANCIAL PLANNER™ and a father of four adult children, I have had many conversations about money with my wife and my children.  It is important to broach financial conversations with your children knowing you don’t have to be a financial...

Financial Complexities of a Longer Life

Financial Complexities of a Longer Life

Look just a little closer at the photo and notice the number ‘90’ on the carrot cake.  My grandparents were looking pretty good at my Granny’s 90th birthday, weren’t they!  They went on to live another 5 years, all but the last year in amazingly good...

Understanding Bitcoin and Cryptocurrency

Understanding Bitcoin and Cryptocurrency

Arguably the most popular buzzword in the global economy right now is "cryptocurrency." While Bitcoin is currently the most well-known cryptocurrency, most people don't understand it beyond the hype and reported skyrocketing value.   The overarching...

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