Where my work has been seen.
I have been very fortunate to have written for and been quoted in these national media outlets.
Recent Blog Posts
200 financial advisors, including myself, examined topics like politics, panic selling, S&P returns and economic indicators to gauge how investors are feeling and what they should expect in 2016.
Finanical Planning is all about achieving your financial goals but even if you check everything off your bucket list does it mean you will have had a good life. This post explores this idea which comes from William Irving's book, A guide to the Good Life and the ancient philosophy of Stoicism.
There are a lot of rules with 401k plans, many of them related to your age. Read through to see what they are so you can plan for your own retirement and avoid penalties and additional taxes. For example, did you know you can get your money out before turning 59.5?
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