How to Protect Yourself From Identity Theft

In the weeks that followed the Equifax data breach, our office received about a dozen calls from clients about what should be done to protect themselves from the data breach.  It’s understandable given how much it has been in the news.  But the shocking issue to me is...

A 28 Mile Day Hike with Finance Nerds

In what is going down as the weirdest and best experience of the year for me, I recently completed a 28-mile day hike with 60 other finance professionals to remember the soldiers who had fallen in battle. Among those who I hiked with was a journalist from the New York...

How Retirement Planning Goes Off Track

Money Magazine’s August issue had a very good (but perhaps too short of an article) on five common reasons someone’s retirement dreams never actually become a reality or become a reality much later than originally planned.  I have summarized the major derailing...