Is It Too Late to Begin Saving for Retirement?

You are 45 years old and it dawns on you that your college days are looking further and further in your review view mirror and you can see the exit sign for retirement not too far down the road. As you sit down at your kitchen table to really assess your overall financial situation, you begin to ponder the life and financial mistakes you have made. You wonder to yourself, “Should I even bother trying to save? Is it too late for me begin saving for retirement?”

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5 Myths About IRA Investing

Many people in the United States are missing out on one of the best retirement opportunities of opening up an IRA account. Here are five myths that we can clear up so you can better understand how these powerful retirement vehicles can work for you.

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What Is the Best Way to Merge family Finances?

When you get married and take your vows, it goes something like this. I take you to be my lawful wife/husband/partner, to have and to hold, for better, for worse, for richer, for poorer, in sickness and health, until death do us part. It does say for richer or poorer, but unfortunately many couples across America just don’t spend time discussing money when they get married.

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10 Most Overlooked Tax Deductions

So you aren’t fretting at tax time, maybe it will make sense over the next 9 days to put together an effective year tax management strategy to keep as much of your hard earned dollars as possible in your wallet. Every CPA or accountant seems to have a slightly different slant on the tax code, but here are your smart money moves tips that may be able to help you increase your bottom line.

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6 Things to Do Before You Get Divorced

Divorce is never an easy thing to go through no matter what time in life this may happen to you. The trauma that it may create for you, your children, and other family members may make day to day financial decisions go to the bottom of the pile.

Many people wait to try to get their financial house in order after they complete the divorce proceedings.

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Estate Planning: It’s for Everyone

If you’re like many people, you’ve thought about making an estate plan, but you just never get around to doing it. Perhaps you’re too busy, or maybe you’d rather avoid considering what will happen in the event of your incapacity or death.

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Deleting Sensitive Information? Don’t Rely on Your Recycle Bin

Computer forensic experts are a lot like paleontologists—the scientists who study the life of past geological periods. Paleontologists have never unearthed a full dinosaur skeleton. But, by examining just a small sample of scattered bones, they’ve been able to figure out the skeletal structure of hundreds of dinosaur species.

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Financial New Year’s Resolutions: Using Tech to Stay on Track

The New Year is symbolic in many respects. It gives you a chance to start fresh and set some goals that can improve your life in ways large and small. But if you’re like many people, familiar resolutions like “lose weight” or “go to the gym” slowly fade into darkness by mid-February, leaving you feeling disappointed in yourself.

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3 Tips to Start 2017 on the Right Financial Foot

With the new year ahead of us, many people are making their New Year's Resolutions. If your New Year's Resolution is to be better at saving money and tracking your financial progress then you'll want to watch the tips in this video blog. I quickly cover three ways to start the New Year strong by taking a hard look at your finances and really look at what you want to be saving versus what you actually are saving.
Find out why 2017 should be the year you:
  • Focus on only one or two goals at a time
  • Add to your retirement plan
  • Get rid of extra billing
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Fact vs. Fiction: Passing on Your Family Business


It will be simple to pass my business onto my family so they can continue to grow my legacy.

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