Since tax season has just passed, you are probably in one of two states of minds.   Either a) you love your CPA because you got a big refund, or b) you hate your CPA because …

For Generation X clients, the majority of their retirement savings are in the company 401(k).   While you do have a multitude of options of what you can do with your 401(k) if you leave your …

For Generation X, I’ve noticed something over the past couple of years around money that seems to becoming a trend.    Even though you are college educated (maybe an MBA), have a great job as a …

Whether you are 22 years old or 52 years old, you are truly the CEO of your family finances.   There are those of us that love to track, manage, and watch our monthly numbers, and …

We have seen a steady rise in online shopping with consumers over the last decade.   Many people choose to purchase their goods and services online versus waiting in lines and rummaging through department stores.   Over …

In the Gen X and Gen Y arena, I am seeing more and more people quit the corporate America lifestyle and venture into becoming their own business owner.  This shape of a business owner can …

Here Is One Way For The U.S. Government To Create New Revenue
Clark Griswold had this horrific look on his face when he opened up his Christmas bonus check in the movie Christmas Vacation.   His entire …

If you have owned a business for a long period of time and were considering selling, 2012 may be year for you find a buyer to take over your shop.   The Presidential election and many …

In the past year, many of our clients have seen changes made to their 401(k) plan.   These changes may happen from two separate businesses merging, your employer trying to save costs, or simply a change …

Generation X is classically defined at people born between the years 1965 and 1979.    Pretty much those of you in your early 30’s to the mid 40’s.  However, having given personal financial advice to thousands …