Clear & Concise Financial Advice

This week, one of my clients asked me to write about Health Savings Accounts (HSAs), so here’s the scoop. HSAs […]

The trade war has been dominating headlines this week, so I thought I would chime in with a few thoughts […]

This past week, one of my clients asked if I thought she should buy or lease her next vehicle. Here […]

This rally can’t last forever. We are due for a recession. This is already the longest bull market in history. […]

I thought vacation home sales would be breaking records since Baby Boomers are better positioned to buy them than any […]

There has never been a financial product that was more misunderstood, misrepresented, or over-sold than an annuity. I am the […]

Two of my good friends have gotten divorced in the past year. One breakup went relatively smoothly and the other […]

This past week, I had the opportunity to tour one of Amazon’s fulfillment centers. This article is different from those […]

Most analytical people love spreadsheets…myself included. Personally, I would put Microsoft Excel on my list of top 10 inventions of […]