Planning

An Honest First Step to Creating A Laser-Focused Financial Vision For Your Future Alright, let's get real. As a physician or a busy

My older sister was fifteen the year my dad died. As a self-employed man, he didn’t have a 401k, life insurance, or a long-term financial plan. He

When I first began working in the financial field I was a trader. In fact, my career was built around making money. I was good at it. So good at it,

When my oldest son was in his first semester of college, our family went through two very difficult situations: my son was diagnosed with type 1

In the last two years, I’ve faced many challenges. In February 2017 my wife, who’d been fighting breast cancer for seven years, received more bad

When I was thirteen, my father died. We’d just finished playing golf. One minute he was joking with me and the next he was gone, the victim of a heart

When my father died unexpectedly and without a will or a financial plan, it was hard on my family in many ways. One of the more challenging