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

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