Unfortunately, by now we are all getting pretty used to seeing the impacts of inflation in our everyday lives. One place where we all...

I was recently featured in an article in Forbes Advisor discussing strategies to strengthen your finances before a recession hits. Just...

Did you know that Roth IRA was not created until 1997? The Roth 401(k) was not introduced until 2006? Many of the tools and planning...

For many people filing annual taxes is not a favorite pastime. The amount of time to work through the volume of paperwork that shows up...

Whether you love New Year’s resolutions or not, the passing of the calendar to a new year is a great time to reflect on a few key aspects...

At this time of year when families are busy checking off their holiday lists, there are also a few items that should be on your year-end...

With the end of the year quickly approaching, it is a great time for families to take stock of any potentially unused funds in flexible...

I was recently featured in an article on mint.com discussing what it means to be good with money and important financial metrics to track....

Starting in mid-July, families across the US with children aged 17 and younger, began receiving monthly payments from an enhanced Child...

I was recently quoted in UpJourney discussing top questions to ask a financial advisor before hiring them. The article tabulated...

In the wake of the nations fascination and craze with Gamestops rise and fall I thought it would be a good time to re-visit a core pillar...

I was recently featured in an article in Investment News discussing my thoughts on some of the free financial planning software that has...

When I tell people I am a Fee-Only Financial Advisor, I often find there is considerable confusion around what this means and how it is...

There are many benefits of working to merge your finances in a relationship and it is much more than the convenience of not keeping track...

For many parents, investing in your children and their education is the best money you can spend. In the era of Covid-19 this may be...

Chances are you have probably seen at least one a car commercial today before reading this. So I probably do not need to tell you that...

How much should you have saved for retirement? This is a question many families ask themselves today. For many households the amount you...

Like many people, you may be wondering what is an emergency fund and how much should you have in it. This is a great question to ask, and...