Should I pay off my mortgage or invest?
The most common question I hear from clients, both young and old, is “should I pay off my mortgage or invest?” The…
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Roth 401k Plans Explained: What You Need To Know
The ability to save in a Roth 401k has been around since the Pension Protection Act of 2006. This act allowed businesses…
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Check Your Social Security Earnings Statement Before It’s TOO LATE
Guest post from Devin Carroll at the Social Security Intelligence blog. If your Social Security earnings have been recorded incorrectly, it could make…
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Why Millennials Need Financial Advice — Now
Why Millennials Need Financial Advice — Now is a guest post from Brian McCann, CFP® with Bootstrap Capital, LLC Today’s note is…
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My Social Security Account: Have You Signed Up?
Guest post from Devin Carroll at the Social Security Intelligence blog. Have you signed up? You probably plan to receive Social Security benefits…
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Mindfulness – Plan For The Future, But Live In The Present
Parenting is tough. While rewarding and joyful, I’d be lying if I said I loved every moment. Instead of mindfulness, there were times…
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Stock Market Craziness & Looking For Someone To Blame
If you want someone to blame for this recent bout of stock market crazy, blame China. This is what happens when a…
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Need Some Inspiration? Look At Your Kids
A little over five years ago when an old friend learned my wife and I were having our first child, he said “Congratulations!…
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Retirement Planning: Are You Making These Mistakes?
Retirement planning is a process, not an event. There are so many things that change in our lives throughout the years that…
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Filing for Divorce: Proceed With Caution
If you haven’t been through a divorce, it’s likely you know someone who has. The emotional toll on the separating couple, their children, and…
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Financial Tips For Newlyweds: Marriage And Money
Marriage is a huge life event and there’s no shortage of unsolicited advice. Continuing with that theme, financial tips for newlyweds should…
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Pain and Sacrifice: Critical Ingredients For Investing Success
Pain and sacrifice aren’t experiences we often think of as good. You probably haven’t heard someone say, “it was such a great experience,…
