Mixtape Vol. 1: Master Your Retirement Jam

Awesome Mixtape Vol. 1: How to Master Your Retirement Jam

Ooga-chaka Ooga-Ooga Ooga-chaka Ooga-Ooga Ooga-chaka Ooga-Ooga That freakin’ opening number in the Guardians of the Galaxy Awesome Mix featuring “Hooked on a Feeling!” It set the mood for the entire soundtrack and would most definitely get Baby Groot movin’. We...

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Millennials Drink Your Coffee

Coffee Is Not The Enemy of Your Retirement

Can you think of starting your day without a cup of your freshly brewed coffee? I bet you can’t! I can’t either. I love coffee. So … apparently do you. In spades. But, take a minute and think…. is getting...

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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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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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