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The Tax Consequences of Whole Life Insurance
Deciding on whether to buy a life insurance policy usually comes down to choosing either permanent policies such as whole life insurance or…
Cash Is King
Without Adequate Cash Reserves, You’re Gambling — Not Investing Paying down high-interest revolving debt, such as credit card debt, and building up cash…
Financial Planning Should Be About the Journey and the Destination
In Carol S. Dweck’s groundbreaking book Mindset, there is a quote relating to people mired in what she calls the fixed mindset. “In…
Investors Shouldn’t Give In To Messages of Fear
I like to watch Bloomberg TV in the morning as I’m getting ready for work. It’s a way to mentally prepare for the…
Don’t Go Shopping Without a List
Have you ever gone to the grocery store without a list? If so, you probably know the following things are highly likely: 1. We…
6 Questions To Ask A Potential Financial Advisor
A few weeks ago a new, potential client came in to meet with me. He was armed with a list of questions. After…
Rise Of The Machines
The rise of the robo advisor in recent years, and particularly the increase in visibility of these new automated offerings in the past…