Inflation doesn’t just impact the cost of your everyday expenses. It also impacts many of the investment and tax limits that apply to...

It is the wonderful time of the year when many employees have the added task of reviewing and selecting their employee benefit elections...

There are many different ideologies in investing. One that you may have seen in the headlines or heard me mention in the past is value...

It’s the moment I have been waiting for… my three-year-old son turns to me and asks me a financial question- “What is money?” The next...

There are a couple of deadlines in October that I wanted to bring attention to. These are beyond just the usual Federal extended personal...

A few additional thoughts on the bear market: We hate going backwards. One of the main reasons this bear market feels painful, is because...

While I hesitate to bring attention to the bear market, I also don’t want to pretend it doesn’t exist. At the time of my writing, VTI -...

I love writing about taxes. I liken them to a massive puzzle or a strategy game. I love the complexity and trying to get to the most...

While I don’t believe the purpose of charity is to receive a tax benefit, they are linked in many instances. Below are several ways this...

When I do a new financial plan for someone there are occasionally quick easy things people can do to save/earn a few hundred to a few...

I am switching things up and putting my interesting article at the top. Quite simply, I want to draw attention to it to get as many...

On Wednesday, President Biden announced several important updates and changes to student loans. First, the payment pause has been...

Many have heard the general idea to "put money to work." There are an unlimited number of ways to put this into practice. Generally, it...

Quick confession, I realized when writing this that I have been looking at the current market return far too frequently. I actually...

It is not uncommon for financial professionals (myself included) to use financial lingo that is common place in the financial world, but...

Mortgage rates have risen very quickly. Per this Y Charts historical chart, 30yr mortgage rates were 5.78% as of 6/16/22 compared to less...

There are several states that have scholarships or grant programs for students. Last year, I learned about one in Indiana that I wanted...

I was smiling a little as I wrote this as I knew many of my clients would read it and think, “Oh no, he is talking about me.” I can...

When I became a financial advisor one thing that surprised me was how often financial regulations changed. While there are certain...

This month we welcomed a new baby girl to the family! I thought it appropriate to highlight a few things I am considering as I welcome a...