FINANCIAL LITERACY – Increase Your Money Knowledge and Your Personal Finances

Financial literacy is all about increasing your ability to choose between various ways to spend, invest or save your money.  It starts by addressing your money mindset.

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PERSONAL FINANCE 101 – Tips for Financial Literacy

Personal Finance 101: Here are a few personal finance tips so you can successfully manage your personal finances. Learn how to do personal financial planning in this video.

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Creating “Walk-Away” Wealth: Strategies for Employer Benefits – Part 4

TODAY>>>>Learn how to put more money in your pocket and stop leaving it on the table! Creating “Walk-Away” Wealth: Strategies…

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Creating “Walk-Away” Wealth: Strategies for the Pension – Part 3

TODAY>>>>Learn how to maximize your pension benefit in your retirement income strategy! Creating “Walk-Away” Wealth: Strategies for the Pension –…

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Creating “Walk-Away” Wealth: Strategies for Equity Compensation – Part 1

This is the beginning of a 4-part series revealing the strategies I use in my financial practice to help my clients create “walk-away” wealth!

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Retirement: 10 Must-Haves for Your Financial Plan to Work When You Stop

If you are saving for your ideal retirement, near retirement, in retirement or trying to support parents in retirement, you won’t want to miss this checklist!

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Myths About Financial Advisors and Financial Advice – Part 2

Don’t miss part 2 of just about everything you can imagine about how advisors are trained, paid and their investment philosophy! “Myths About Financial Advisors and Financial Advice”

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Myths About Financial Advisors and Financial Advice – Part 1

After nearly 20 years in the financial services business, I’ve come across a few “myths” about financial advisors and financial advice…
Just about everything you can imagine about how advisors are trained, paid and their investment philosophy (plus a lot more!)  Stay tuned to learn what I’ve found out.

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Best of FAQ: “What the Public Wants to Know” – Part 3

Here’s the final installment of the financial questions the public wants to know based on feedback from a website that gets over 30,000,000 views per month!

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Best of FAQ: “What the public wants to know” – Part 2

In part 2, I continue to answer all the financial questions the public wants to know based on feedback from a website that gets over 30,000,000 views per month!

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Marriage & Finances: “All the Tough Questions…”

Join my wife and I as we discuss the tough questions of marriage and finances on location from Punta Cana–a few secrets from our playbook of 21 years together!

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