What is a Fee-Only Financial Advisor and Should You Use One?
Let’s take a closer look at a fee-only financial advisor and whether or not you should use one.
Articles
What to Do with Your Company Stock Options
Stock options are very complex. From their tax treatment to the many risks involved, it’s important that you both educate yourself and surround yourself with a professional team
Which Retirement Accounts are Best for Business Owners?
As a business owner, planning for the future of your company is a necessity, and retirement is a crucial part of that. Taking care of employees is important, but you also want to e
What No One Tells You About Investing
In this article, I want to help you make informed decisions toward building your wealth. Decisions that are rooted in purpose and aligned with your goals. Fortunately, the best inv
Should You Make a 2020 Contribution to Your Retirement Accounts?
While you likely made retirement contributions in 2020, you may be able to contribute more toward your 2020 contribution limits.
What’s in the CARES Act?
With America facing a crisis of historic proportions amid the COVID-19 pandemic, the president recently signed the $2 trillion federal aid package to provide economic support to fa
What is a Fiduciary? More importantly, why should you care?
Ok, so I abhor using financial jargon. My audience has no use for it… usually. The term fiduciary, however, is one term that I want...
EP 131 | 9 Signs It’s Time to Hire a Financial Advisor
When it’s the right time to hire a financial advisor is a good question and one that is personal to your specific situation. For some...