“Expect the best. Prepare for the worst. Capitalize on what comes.” – Zig Ziglar When we talk about money management, we talk in terms of action: earning; saving; giving; spending; paying dow… [more]

I’ve always believed that the basics of financial and retirement planning are ridiculously simple. I blame the financial services industry for complicating things – perhaps to create a mystique ar… [more]

Today, the bulk of financial assets are in the hands of the aging baby boomers. Over the next 10 to 20 years, the aging phenomenon will have a massive impact on inheritance planning. Here are some tip… [more]

The changing from one year to the next is always when we look to evaluate our past year and dream of what the new year will bring. While I'm not a huge fan of new year's resolutions, I do believe in s… [more]

“It is in your moments of decision that your destiny is shaped.” – Tony Robbins One of the hardest things about goal setting is getting started on the path to your goal. One of the next harde… [more]