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Articles


How Do You Define Millionaire?

The meaning of the word millionaire is pretty straightforward, right? If you’ve got $1 million in the bank, you’re a millionaire. Done. And if you’ve got that much money stashed […]

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How to Enjoy Hobbies While Saving For the Future

I’m giving you permission to spend money. Now before you run to your spouse and show them this blog post, let me explain. Some people get the idea that you […]

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Finances After the Unexpected: Divorce, Remarriage and Death

You’re on the road to financial independence. You’ve paid off your consumer debt. You’ve got money in an emergency fund. You’re putting money away in your 401(k). You’re set. And […]

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What Is Estate Planning, and How Do I Do It?

Sharks. Spiders. Snakes. Estate planning. Some topics strike fear in the hearts of people just by mentioning them. Now, I can understand a healthy fear of sharks. I’ve watched too […]

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5 Steps to Owning Your Dream Home

When Jim and Pam first started out, they bought a modest three-bedroom home that was perfect for the two of them. Seven years later, with the addition of a child […]

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The Best Questions to Ask Your Financial Advisor

When did you last check in with your financial advisor? Six months ago? A year ago? Longer? If it’s been a while, listen up: Your wealth-building isn’t something to put […]

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The Secret That’s Killing Job Production

As a business leader, you want to be the hero for your team. You hope they see you as confident and competent. A trail blazer. A problem solver. A resource. […]

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Paying for College—How Much Is Enough?

That dreaded expense—a college education. It may keep you up at night, especially if you have more than one child. How in the world are you supposed to save enough […]

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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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