Articles


Should I Downsize My Home: How to Decide

If you drive around town, you’ll likely see new houses popping up. And they’re getting bigger all the time. Back in 1973, the average home was 1,660 square feet.(1) Today, […]

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College Vs. Your Retirement: Put the Oxygen Mask on Yourself First

When you become a parent, you sign up for decades of decisions that demand answers—even before your first child is born! Will both parents work outside the home? When will […]

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How to Save for Emergencies, Big Purchases and Retirement

We all know we should be saving money, but why don’t we actually do it? Back in the day, your grandma saved her money in a coffee can and put […]

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How to Pay Off The Mortgage Early

What’s the largest debt hanging around your neck? Your mortgage. Even if you saved up a huge down payment, that loan from the bank still takes up the biggest percentage […]

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Don’t Count on Social Security: Here’s Why

When I speak at events across the country, people ask me all sorts of questions about retirement planning. And one subject seems to trip them up a lot—Social Security. People […]

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401(k) vs. Roth IRA: Make the Best of Both

When it comes to our retirement funds, we all want the same thing—to make sure our money is in the right accounts, invested in the right funds, and in the […]

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Why You Need a Financial Advisor

Let’s face it. We hate spending money on things we think we can do ourselves. Maybe you feel that way about investing. Why should you pay a financial advisor when […]

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Should I Pay a Tax Professional to File My Income Taxes?

Let’s be real—doing your taxes sucks. There are so many rules that you may or may not be following correctly, even with the help of online software. If your financial […]

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Don’t Panic! Riding Out the Market’s Ups and Downs

Unless you’re living in a bubble, you know the stock market has taken a nose dive in the last few days. But take a deep breath. Don’t panic. Things are […]

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Why Should I Invest 15% of My Income for Retirement?

Nowadays, everyone seems to be an expert on investing. How much you should invest, where to put your money, and when to get out before the value drops. So, who […]

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