An incomplete plan is worse than no plan. A few years back, a business owner came in to see me with a problem. He and his brother owned a landscaping and excavation Read More...
How To Avoid One Of The Biggest Retirement Planning Mistakes
Don’t Run Out Of Money Before You Run Out Of Life. A critical component of any solid financial plan is preparing for the future. This is why one of the first things I Read More...
Ten of the Biggest Planning Mistakes that Contractors Make
Mistake # 1. Poorly designed or improperly integrated wills. Joe, a utility contractor, came up to me after one of our seminars and said, “I liked your talk. I wish I Read More...
How To Avoid The Fear, Hope and Greed Cycle of Buying Stocks
Most people are generally familiar with the basic rule of investing, which is to buy low and sell high. Yet, few follow this guideline. Why? It is too easy for Read More...
How Being a Rock and Roll Drummer Prepared Me to be a Financial Planner
Back in the day, I was a professional drummer, playing with such music greats as Bette Midler, Manhattan Transfer, Barry Manilow, Mary of Peter, Paul & Mary, Chuck Read More...