Jan 28, 2020
Fraud is everywhere. And we have to be vigilant and alert with our resources. As a financial advisor, I have to be EVEN MORE alert with the resources of my clients. This week is about a fraud attack that was caught JUST in time to save over $100,000 for a client.
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Jan 21, 2020
The Client Files will be a series of episodes, spread throughout the year, that will discuss what my clients and I are working on in the real world. The names are made up, but the stories are real, the strategies are real, and the outcomes are real. It's time we celebrate people for doing what's right for...
Jan 14, 2020
If you find yourself with a little unexpected free time, it's a great opportunity to work on your personal financial planning. In my case it was a Snow Day, and while I did "real work" I also had time to play. But if you're a normal person who doesn't do cash flow planning for fun, this is a good excuse to bust out...
Jan 7, 2020
Tax planning is not just for the end of the year anymore. This week we're talking about a few things that can impact your taxes now or in the future. And these are things that can be done now, instead of waiting until the end of the year.
Questions? Email me: email@example.com