Uncategorized

Bullish On Financial Advisory Industry

It’s my last day in NYC, and it’s been an amazing trip. This was my first time here, and I enjoyed seeing as much of what the city has to offer as I could. Naturally, my first stop was Wall Street–no respectful finance nerd would go anywhere else first. After purchasing a CD and getting directions from an aspiring rapper…

Continue Reading

Uncategorized

Veterans, Thank You!

Like so many, I posted thank you messages on my social media this morning. I sent text messages to friends who are either active duty, or veterans to personally thank them for their service. I even got up at 5:00 AM to do the CrossFit workout “Murph” (look it up) in remembrance of those who lost their lives defending my…

Continue Reading

Baby Boomers, Educators, Financial Planning, Millennials

Indiana Teachers: An Update to the Indiana Public Retirement System (INPRS)

Listen up Indiana Educators: before long, there will be talk in the teachers’ lounge about changes coming to the Indiana Public Retirement System, which TRF became a part of a few years ago. Although well intentioned, the information you get in the teachers’ lounge isn’t always accurate. So here is a breakdown of the upcoming changes:

Financial Planning, Millennials

A New Retirement

My fellow Millennials, it’s time we have a heart-to-heart about retirement. If you are planning on working for 30 years and then retiring, it is time to reassess those goals.  Our retirement is going to be much different than the generations before us. Old Retirement = Pension + Social Security+ Savings Here are the facts: Life expectancies continue to rise:…

Continue Reading

Financial Planning, Millennials

The Suit: Financial Planning For A New Generation

Recently, I was interviewed by The Suit magazine regarding my focus on working with Millennials. It’s exciting to have the opportunity to continue working with pre-retirees and retirees, along with my peers. I was told by other advisors that working with younger clients was not possible…well, in just a year my WealthFusion™ program is growing, and I’m finding plenty of…

Continue Reading

Hip-Hop

3 Stacks…

Frank Ocean recently dropped his much anticipated sophomore album, and while I’m not a huge Ocean fan, I am a HUGE Outkast (pre-Speakerboxxx) fan. Naturally, I was excited to hear Andre 3000’s contribution to the album, even if it was just a minute. Check it out below…   https://www.youtube.com/watch?v=oBCSkWLlm_A Can we get some more 3 Stacks?!?!?   Disclaimer: Nothing on…

Continue Reading