My Retirement Vision

Wanted: Superior Retirement! Rocking Chairs Need Not Apply

Retirement used to be a word that had a very clear definition to me. Basically, it meant you stop working, eat dinner at 4:30 p.m., and spend your golden years sitting in a rocking chair. When I was a young...

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Tired Financial Advisor

C’mon! Who Wouldn’t Want $10,000 and Free Breakfast?

Early in my career as a financial advisor I was sitting at a local restaurant waiting on a friend to have breakfast. It was one of those little places where the tables are just a tad too close to each...

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tax refund angel devil

Spend Your Tax Refund Yet? Stop! How To Do it Right This Year

From where we sit, getting a tax refund is a sin. But we all sin a little, right? And most don’t know that paying the U.S. Government more than you should in taxes is on the wrong side of the...

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Easy Keys to Building Wealth

The 4 Easy Keys to Building Wealth

It seems that there is a short list for everything these days. Top 10 things to never say on a first date. The 5 best foods for your toddler. Top 20 places to travel to in your lifetime. And my...

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Bad Boss Good 401k

That Son-Of-A-Bitch Boss Taught Me the Importance of My 401k

It was a Saturday morning and the creative team was huddled in the office of the Executive Creative Director. The night before, he’d scrapped all the work we’d done the previous two weeks. So all ten of us waited there...

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