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Take Advantage of Low-Income Years with Roth IRA Conversions

We all love to make money, and usually, the more the better, right?  However, there can also be an unexpected...

Process Options for Divorcing Couples

For couples considering divorce, once one or both of you have decided to end the marriage, the single most important...

Debt Dillema

As a financial planner, one of the most common questions I get asked on a day-to-day basis is, “Should I...

If it seems too good to be true…it probably is

In late 1999, as I was starting my career in financial services, I went to play a round of golf...

Investing 101 – Back to the Basics

Sometimes we all need a good reminder of the basics.  When I talk with friends, family and clients about investing and...

Top 5 Financial Errors Couples Make When Divorcing

I recently gave a workshop for couples who are considering divorce and was asked “what are the biggest financial errors...

Year-End Tax-Planning Strategies

As we come to the end of another year, it is time once again to starting thinking about taxes.  And...

The Not MS Ride Wrap Up

Normally this time of year, I would be writing a post-mortem blog post about our recently completed MS Ride: Waves...

The Point of Points

It seems that everyone I talk with these days is either in the middle of refinancing their mortgage, or wondering...