What we want to do today is think about the clients we work with, the styles of people that we see, and determine if there are any investing similarities between people in the same industry. The mi

Today were talking about retirement statistics. For example, did you know that 56% of Americans lose sleep when they think about retirement? Thats no way to live your life. Thats why were here to

Lets talk about some of the areas of your financial life where disaster might be right around the corner. Too many people are walking around with no documents, or documents that are in desperate n

On the list of dozens of retirement-related concerns, how high on the list does the potential need for long-term care rank for you? If you live long enough, chances are you will need extra medical hel

Just like the law of gravity in physics, there are financial laws that we need to consider. Well share several important ones today, including the laws of behemoths, rising taxes, market movement and

For many people, a 401(k) is their most powerful retirement savings vehicle. Thats because theyre able to contribute so much to it and their employer is often contributing as well with a company mat

When was the last time you took a test? Its probably been a while, right? On todays show, well invite you to grade your own financial competency by seeing how many of these questions you can answer

For some people, the idea of putting together a financial plan doesnt sound like much fun. But the idea of building a home sounds like a lot of fun. Much like a home needs a strong foundation, walls

Getting lost while driving your car or hiking in the woods is kind of like getting lost in retirement planning. The good news is there are ways to get back on track financially, and we are here to hel

Its easy to look back in hindsight and say Knowing what we know now but unfortunately, we cant predict the future. And since we cant, the next best thing is to learn from others experiences. To