Don't plan to fail by failing to plan.
Why Planning Matters
Tag: financial advisor
A Fee, or a Tax?
No one loves taxes and we talk about it all the time, but few talk to their advisors about fees.
Ladies and Gentlemen, This is Your Pilot Speaking
My answers to client questions as they try to manage their investment emotions during the COVID-19 global pandemic.
Which Client are You?
I believe there are 3 types of people who walk into my office.
A Deeper Look at Why I Did This
I really want to change the industry. I'm tired of some advisors saying they have a client's best interests in mind, then taking action that puts themselves first.
Wealth Advice Made Simple 