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 …

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 …

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 …

Many of the clients I sit down with tell me how their basic bills continue to rise year over year.   Two of the main monthly costs that keep going up and up for many families …

They say with investing that out of sight out of mind is a great idea or you’ll end up spending your money.  When it comes to paying monthly bills, it seems that the ‘out of …

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 …

With the first big day of March Madness tomorrow, we all have our brackets filled out and ready to go with our Final Four picks.   This year is sure to be filled with some Cinderella …

Since the 2008 real estate and stock market crash, some people have been able to get back on their feet and continue to thrive in their careers and businesses.  While others have dealt with devastating …