Blogging All Over the Place

I've been doing a lot of blogging over on the the Affinity Site and I realized I hadn't posted them here.  I promise to do that going forward.  Here are the links for the last few blogs I've written. http://www.affinitywealth.com/blog/important-to-check-homeowners-insurance-every-few-years http://www.affinitywealth.com/blog/how-to-manage-emotional-baggage-around-a-favorite-investment http://www.affinitywealth.com/blog/one-year-later-leadership-lessons-learned They all are worth checking out in my humble opinion. More to come!! … Continue reading Blogging All Over the Place

How to come back from a catastrophic financial mistake or bad business decision.

Life throws us curveballs every once in a while. Sometimes, these surprises have a financial impact. Maybe you have been on the receiving end of one of these financial surprises. Or it could be someone you know, a friend or family member. What does a financial curveball look like? It could be an investment that … Continue reading How to come back from a catastrophic financial mistake or bad business decision.

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