I recently met with an ambitious 20 year old looking to make sure she was building a sound foundation for her finances. As we talked about her goals, financial situation, and savings I learned that she has been sold a whole life insurance policy–financial planning red flag #1–after meeting with a friend just getting started in the business. For those not…
Month: April 2016
Assembling Your Financial Dream Team
Basketball has always been a big part of my life; I fell in love with it when I was two years old, played through college, and continue to enjoy it with my two boys. The other day I was watching a game with my oldest, Roman, and I had an epiphany. Much like a basketball team’s quest for a championship…
All About Your Benjamins First Video Blog: The DOL’ s Fiduciary Ruling
This is the first of many video blogs (not sure I can bring myself to use the term “vlog”) to come. Producing a short video is much harder than I expected; mainly, because I don’t know how to edit yet, so I’ve got to try to nail it in one take. Overall, I’m happy with the first video, and I’m…