A Look at Taxes If you have followed me here or on social for any length of time, you’ve likely encountered the idea in the last 3 weeks...

Social Security In college, I had the opportunity to be part of a unique intramural group called the Martial Arts Club. As the name would...

March Madness is finally here, and with it, the arrival (to your work, family and friend conversations) of all the lay people who fancy...

In any profession, it’s natural to ask yourself what it is your clients are seeking from you. In my industry, even more so. In my many...

The retirement model of the 1950s is dead, and it isn’t coming back.

It’s not what you make, but what you get to keep that matters. Early in my career, a mentor and friend shared an idea with me, as well as...

Light and clarity for the road ahead Now that we’re well into February, set against the now-stinking corpses of many of our New Year’s...

In my practice, I get this question often from people between the ages of 25 and 50 when they get into higher paying positions, receive...