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 …

Amidst the many financial and economic discussions happening around the United States, there is a serious issue lurking right around the corner.   Although mortgage rates are around their all time low and consumer borrowing appears …

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 …

Mother’s Day is less than a week away and word on the street is that spending is up this year.    The National Retail Federal found consumers will spend 16.3 billion dollars on moms this year.    …

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 …

What Beneficiary Designations mean and why they matter…
For most people, “estate planning” means drafting documents (such as a Last Will and Testament) that makes sure that your property is managed and distributed according to …

I love my kids.   I really do.  Like any parent, you get excited when they get good grades, their sports teams do well, or they achieve something special that helps you feel like you are …

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 …

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 …

If you ever get the chance to become famous, it may be followed by fortune.   Stars that get the chance to be in the Hollywood limelight or reach tremendous athletic prowess can often make tens …