Do You Know What Your Retirement Number Is?
Planning for retirement isn’t just about saving money — it’s about knowing how much you need
I’m Not Supposed to be an Advisor
Fifteen years ago, I had a different plan. I thought I was going to be an
How to Avoid Fraud When Using Your Phone Number for Thi …
Using your phone number for third-party verification can enhance security, but it also exposes you to
Can I Retire with $1 Million?
For years, the idea of saving $1 million for retirement has been seen as the gold
What is the Kiddie Tax?
When you become a parent, you will likely start to do everything in your power to
The Importance of Regularly Checking Your Bank Statemen …
In an increasingly automated world, where subscriptions can be started with a single click and charges
Why You Should Consider A Credit Freeze
According to security.org, sixty-two million Americans experienced credit card fraud in 2024, with unauthorized purchases exceeding
The Next 10 Years of Business: Are You Ready?
The next decade in business won’t look anything like the last. The rules are changing. Fast.
How To Transform Your Finances in 75 Days
You’d be surprised how fast your financial life can change when you have a clear plan—and
Legacy Planning Isn’t About Money—It’s About Mind …
James built and sold a company for eight figures. He didn’t inherit wealth. He created it—through