401k-investment-advice

Koozie’s Won’t Lead You to the 401k Promised Land

Before I got into finance 18 years ago, I started my career in advertising and I'll never forget my first 401k investment meeting. I was at my first job; a co-worker popped his head into my cubicle and asked if...

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how to choose 401k investments

This 401k Plan is a Joke! – How to choose 401k investments

I have been in the investment advisory business since the mid-1990s. I am a CFP (Certified Financial Planner) and I co-founded a wealth management firm from scratch to over $500 million of client portfolios. Despite all of this experience -...

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Bacon & Investing

I have to admit, I love bacon. I mean I really love it. If it weren't for my cardiologist and my wife, I’d have a steady rotation of bacon wrapped everything. So you can imagine my surprise when I was...

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Performing Surgery on Yourself

Many hundreds of years ago it was quickly determined that performing surgery on yourself wasn't the most practical idea. (Remember as a kid when you tried to rub your belly with one hand while patting your head with the other?...

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The Power of Peanut Butter: how it can help you retire faster

We hear it all the time: “But I just don't make enough to even think about putting money into my 401k.” Who hasn't felt this way at some point? After all, life happens – soccer fees are due, car needs...

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