Over the last decade, we’ve enjoyed one of the longest bull markets we’ve ever seen. In the last few years, the stock market has set record after record, climbing higher…
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Timing the Market Doesn’t Work, So Here’s What to Do Instead
How to Rollover a 401k (and How to Determine If You Should or Not)
About half of Americans have access to a workplace retirement plan like a 401k. If you’re one of them and have also had more than one job in your career,…
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Don’t Have Specific Financial Goals? That’s Okay If You Have One of These Instead
It’s hard to plot out every goal you want to accomplish in your long life — especially if you’re in your 20s, 30s, or 40s right now. You have decades…
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Why Investment Returns Don’t Matter (If You’re Not Saving)
Ever heard someone brag about how much they made off their amazing investment? Or talk about how they got in somewhere early and made a killing because they gambled on…
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Upcoming IPO? Take These 3 Financial Planning Steps Now
An upcoming IPO at your company presents you with a huge opportunity to make a massive leap of forward progress in growing your wealth. With the potential for hundreds of…
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When to Start Financial Planning (and What to Think About First)
A lot of people I talk to aren’t sure of when to start financial planning. Do you have the same question, about when you should start? I could really sum…
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Become a Better Investor by Following These 5 Guidelines
Most people want to know how to make money in the market. They want the secrets to become a better investor. And too often, they believe the answer is some…
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How Much House Equity Are You REALLY Building?
One of the big arguments for home ownership or buying a house goes something like this: “When you rent, you’re just throwing money away because you’re not building house equity….
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Financial Advisor Vs Planner: What’s the Difference?
“Are you a financial advisor, or a financial planner?” I’ve had a handful of people ask me this at events I’ve attended or spoken at, and I can understand why…
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