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Get the latest information and tips on financial planning.

Stock-picking vs. Investing

At a social event recently, I was asked a question about a specific stock and whether or not I'd recommend buying it. As a financial advisor, I get these types of questions a lot, much like I'd imagine dermatologists get questions about a rash or a police officer gets…

Busting Budget Myths

A long-time friend of mine recently called me up as he'd heard that I'd become a financial planner, and he was looking for some advice. He was looking into buying his first house, but was concerned about making sure he had enough money to cover his bills - and still have a…

Cash Flow & Quality of Life

So you're thinking about making a few financial resolutions in 2016. Perhaps it's your first year out of school and you're finally earning your own money, or maybe you've tried to change your financial habits in previous years and, like so many of us, gone right back to your…

The Credit Conundrum

Think back to your first days on campus when you started college. Do you remember being bombarded by credit card applications during orientation and in your campus mailbox? Did your parents encourage you to open your first card so you could start learning to budget and spend…

Life Insurance at an Early Age

You may have read that you don’t need to buy life insurance early in life. That’s not necessarily true. In fact, getting a policy before midlife may prove wise. Relatively few people opt for life insurance coverage between the ages of 18 and 45, yet there are compelling…

When Should I Hire An Accountant?

Tax season is about to swing into full gear – did you know the IRS started accepting 2014 tax returns on January 20? – and one question we hear from many of our younger clients is, “when should I hire someone to prepare my taxes?”