1. The Millennial vs. The Account Minimum

    “I would work with you, but my finances are a mess and I don’t have enough money to plan with.”  I actually think people in this situation are exactly who need the services of a financial planner.  I believe that at its core, financial planning is about building a future, not just managing assets.  If…

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  2. Attention Nonprofits!

    As we begin the fourth quarter of 2018 I am curious.  If you manage a church or other nonprofit, are your donations as high as last year?  With the new tax law there were many changes, but the one effecting nonprofits the most may be the increase in the standard deduction.  If a married couple…

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  3. Zero to One

    Recently, I read Peter Thiel’s book, Zero to One. I definitely recommend it to anyone interested in business and entrepreneurship, but, as I was reading, I found that it also related to personal financial planning. Thiel is a well-respected venture capitalist and one of the first investors in Facebook. Zero to One was based on…

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