August 9, 2018August 9, 2018Blog Don’t Throw Your Tax Refund Away Earlier this year I was assisting a friend of an acquaintance to fill out the FAFSA (Free Application for Federal Student Aid). […]
January 27, 2018Blog Roth vs. Traditional IRA – What Hath Roth Wrought The Roth IRA /401( k) versus the Traditional IRA/401 (k) or What Hath Roth Wrought? I have read articles in a number […]
July 17, 2017January 17, 2018Blog Some Good Advice I Gave, and Some Bad Advice I Wish I Hadn’t Given When trying to come up with something worthwhile to write, I realized that not every piece of financial advice I gave was […]
July 17, 2017January 9, 2018Blog Things I Learned From Smart Clients During my years as a financial planner, once I learned to really listen, I learned things that aren’t taught in financial planning […]