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

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