Financial Advisor Video Blog

My Thoughts on the Book, Bad Blood


  • My Thoughts on the Book, Bad Blood

    I couldn’t stop reading this book once I started. It’s a look at a promising firm based on lies.

Is a Growing Part of Your Compensation Package Going Toward Healthc...


  • Is a Growing Part of Your Compensation Package Going Toward Healthcare Expenses?

    If an ever-growing piece of your compensation pie is going toward health care expenses, there are some exciting alternatives in the market...

What the Marshmallow Test Can Teach Us About Retirement Planning


  • What the Marshmallow Test Can Teach Us About Retirement Planning

    A recent study revealed some alarming statistics about retirement plans. Today I’d like to talk about how self-regulation and helpful enco...

Check out These Statistics Regarding Post-Retirement Quality of Life


  • Check out These Statistics Regarding Post-Retirement Quality of Life

    The University of Michigan conducts a study measuring retirees’ quality of life every two years, so today we’ll be examining some of that ...

A First-Hand Account of Getting to Retirement


  • A First-Hand Account of Getting to Retirement

    Today I would like to change the topics from saving to actual accounts of how now retired people made it to where they are now.

How Will You Pay for Your Retirement Plan Expenses and Fees?


  • How Will You Pay for Your Retirement Plan Expenses and Fees?

    Are you a retirement plan sponsor or on a committee that oversees one? Here are some useful tips for paying your fees and expenses.