Screw Keeping Up with the Joneses

Screw Keeping Up with the Joneses

Every heard that saying “Keeping up with the Joneses”? Keeping up with the Joneses is best described as measuring yourself and your material possessions against friends and neighbors. Most of us know that it’s a foolish game to play but yet we still get...
Spring into Clarity about Your Retirement

Spring into Clarity about Your Retirement

Thankfully spring has arrived, and the dark, cold days of winter are behind us. Once again, it’s time for us to get the lawnmowers out and bring life to our gardens. If you haven’t started already, it’s also time to bring life to your early retirement plan and I’m...
5 Myths about Retiring Early

5 Myths about Retiring Early

Over the years I’ve heard a number of misleading things about Retiring Early.  Here are the top five:  1. You’ll need $5 million dollars in order to retire early. This was a myth started by Suze Orman during a podcast interview. If you need $200,000+ a year in...
What’s Your Relationship with Your Money?

What’s Your Relationship with Your Money?

What’s your relationship with your money?During my 24-year career as a financial advisor, I saw just about everything you could see in the financial world. One area that intrigued me was the relationship people had with their money. Some folks guarded their money like...
Roth IRA: The best retirement account for Retiring Early

Roth IRA: The best retirement account for Retiring Early

How many things can you think of these days that are truly tax-free?Not many. Here is a short list: municipal bonds, college 529 plans and Roth IRA’s. You can also save on taxes by offsetting capital gains with capital losses in your stock portfolios, although our...
My Pet Peeves with the Investment Industry

My Pet Peeves with the Investment Industry

For over 24 years I worked in the financial services industry as a financial advisor. I started with a very large brokerage firm, then with a large bank and finally I ran my own practice. Back in 2017 I was feeling burned out and was losing passion for what I was...