Jargon of Estate Planning Explained   The jargon of a topic that you don’t know about is always intimidating and can often lead to people just avoiding the subject altogether.  Estate planning is already a morbid topic to have to discuss, but it is a necessary one. Add in the confused look most of the...Read More

Experiences Are Never a Waste of Money   My wife, Christina, and I took our kids to see the Broadway play Wicked this weekend. We went in early and strolled through the theatre district, letting the kids take in the sights and sounds of New York City all around them.   We go into the...Read More

The Plan Is the Product, Not the Portfolio   I hate comparing financial planning to losing weight, even though I lost 100 LBS using the principles I use when creating financial plans. I tracked all the food that I ate and created a program designed to allow me to eat healthy 95% of the time...Read More