There aren’t too many topics I consider myself uniquely qualified to talk about, but being a father of five (ages 18 months - 7 years old) AND a financial advisor, this topic is right in my wheelhouse.

And no, this isn’t a blog about how kids cost more money. That’s a g...

What if I told you to stop thinking about a retirement date when considering your personal financial plan? What if I told you that investing isn’t just about retiring and living happily ever after?

Here’s why:

You’re healthy, but inflation is killing you.

Quit planning li...

As a beginner investor (and by the way, these 5 investments don’t really change no matter how successful an investor you are), the big question is, “How do I get started?”

Here are five places to begin, and continue, your investing journey.

Yourself

You will never see a b...