Three Months Into Your Financial New Year’s Resolutions

on March 20, 2017

This is the first week of spring, and those 2017 New Year’s Resolutions are likely small images in your rear view mirror as you are pointed directly toward warm weather. One reason we abandon our resolutions is that we begin to fail at them pretty quickly. Once a month or two has passed since we…

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A Fee By Any Other Name…

on March 13, 2017

is still a fee. A common area of confusion for clients is exactly how financial professionals get paid. Sometimes, it can even look as though the adviser is working for free. However, let me promise you that they aren’t. Today, I’d like to explain some of the more common ways financial advisers are compensated.

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Prosperity Points When the Weather Turns Nasty

on March 6, 2017

As people living on the plains, we are used to bad weather. We keep an eye to the sky, and we flip the radio or television to a local station if the horizon begins to darken. At those times, it’s usually too late to take any proactive financial actions that could help. So now, when…

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Untrained Exterminators!

on February 27, 2017 Work with an expert! Work with someone who has taken the effort to earn their CERTIFIED FINANCIAL PLANNER(tm) certification.

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Ten Investment Mistakes to Avoid

on February 20, 2017

  This blog post is provided by the Financial Planning Association. Who needs a pyramid scheme or a crooked money manager when you can lose money in the stock market all by yourself. If you want to help curb your loss potential, avoid these 10 strategies.

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Prosperity Points for Your Valentine

on February 6, 2017

Valentine’s Day promotes candy, flowers, and candle-lit dinners. However, if loving someone involves making his or her life easier, you might consider giving the gift of better financial security.

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I’m So Confused! (End of Year Tax Documents)

on January 30, 2017

This time of year, you begin to get tax documents that you will need when you complete your income taxes. Some of the most confusing documents involve your investment accounts, and I want to give you an overview of what you can expect to receive.

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Job Changer’s Financial Checklists

on January 23, 2017

This blog post is provided by the Financial Planning Association. As you look forward to starting a new job, it’s important to consider how you will manage your finances while making the transition from one employer to the next.

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New Year’s Prosperity Points

on January 16, 2017

Each morning, at approximately 8:05 a.m., I have a one-minute radio spot on SportsTalk radio, 1400 AM, 99.3 FM. The first week of January, I offered the following five spots that I believe will help you organize your New Year and have a more prosperous 2017.

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