Equifax and your data: What now?

It’s been over two weeks since news broke about the computer security hack at Equifax, a credit-reporting firm. The company announced on September 7 that hackers gained access to servers storing sensitive information on over 143 million consumers. The data breach included names, addresses, Social Security numbers, driver’s license numbers and more—everything an identity thief … Continue reading Equifax and your data: What now?

Forget Fees – it’s all about Plan Design for Small Business Retirement Plans

As a financial advisor to small business owners and their families I spend a lot of time consulting on retirement plan design, implementation, education, compliance and monitoring.  With the new DOL rule (or not so new for some of us who have been fiduciaries for a while) the entire focus has been on fees paid … Continue reading Forget Fees – it’s all about Plan Design for Small Business Retirement Plans

The Most Important Investment You Can Make is in Yourself

Financial advisors do a lot of great work on behalf of clients. We help you plan for retirement, give recommendations on how to save for large expenses such as college tuition, and help you allocate your portfolios. The best advisors focus both on helping you manage these financial tasks and understanding how it can help … Continue reading The Most Important Investment You Can Make is in Yourself

The Books and Podcasts That Have Helped Me Live a Better Life

I love to learn about new things and strive to get better at what I do every day for my clients. So here is a quick compilation of some of the books I have recently read, and podcasts that I frequently listen to and rely on for both business and pleasure. Books I’ve Read Recently Grit … Continue reading The Books and Podcasts That Have Helped Me Live a Better Life