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Posting sound financial information to help you stay in tune with today's financial realities.
 

Thursday, December 6, 2018

My interview in Proactive Advisor Magazine was published this week. I am honored to be featured in an industry publication that I have enjoyed reading so much. David Wismer and Glen Ricks were both consummate professionals and a...

 

Wednesday, August 22, 2018

As my clients will attest, I encourage everyone to put their financial affairs in order and create a sound estate plan. Although I leave the individual legal advice to competent estate planning attorneys, I am often asked whether there...

 

Wednesday, September 13, 2017

I have had a number of people ask me questions about 401k loans this year. This Nerd's Eye View blog post was written with financial advisors in mind, but it is one of the better explanations of 401k loans I've found, and a good...