Ignore the Financial Noise

Ignore the Financial Noise Facebook Twitter LinkedIn How in the world do I stay focused on long-term investing goals with all the noise around me?  And how do I avoid chasing the hot ideas of the day when all my friends and colleagues are telling me how much money they are making in the stock […]

Saving for Retirement is Your Own Responsibility

Saving For Retirement is Your Own Responsibility Facebook Twitter LinkedIn Gone are the days of private sector companies providing pensions for their employees.  And even if pensions were still the primary means of retirement planning, most people will never stay with a company long enough to reap the full benefits even if it were offered. […]

Common Financial Mistakes

Common Financial Mistakes Facebook Twitter LinkedIn As a flat fee financial planner, I tend to work with younger clients who haven’t yet built up enough investable assets to land on the radar of the “1% of assets” advisory firms.  I have a passion for teaching younger tech professionals and business owners good financial habits.  Here […]