Life is full of surprises and challenges. Sometimes these events can be overwhelming and our ability to think straight isn’t what we want or desire. When I have a big decision, I retreat to my safe space to clear my mind. I’m not talking about the place where college students and go when they hear … Continue reading WHERE IS YOUR SAFE SPACE?
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
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
When I drive, I tend to either listen to podcasts or books on tape. It comes from my obsession with learning new things and trying to maximize my time. What better way to pass a long or short drive than learning something that can help my clients or live a better life? The other day, … Continue reading Stop Watching the Financial News
Hello and welcome to the new site! This is going to be my primary blogging space moving forward. I plan to cover a wide variety of topics - financial planning and investments, fitness and lifestyle, cool leisure activities or anything that I think will help my clients, friends, colleagues and readers live a better life. … Continue reading Welcome to the New Blog Site!
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