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:…

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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…

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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…

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Baby Boomers, Estate Planning, Financial Planning, Insurance, Investing, Millennials

Organizing Your Financial Plan

Once you have your financial plan, it’s important to make sure the components of the plan, i.e. insurance documents, investment accounts, estate planning documents, etc., are organized. Sure, you may know where everything is located, but does your spouse? If someone else had to locate the components of your plan, could they? How difficult would it be? I recommend keeping…

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Investing

Sell In May…Not So Fast

Don’t be so quick to “sell in May, and go away”. “Sell in May, and go away, and come back on St. Leger’s Day” was a reality in old England. In the days prior to air conditioning, English stockbrokers would leave to escape the summer heat, and would not return until September, after the final horse race of the British Triple…

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Financial Planning, Hip-Hop, Millennials

Money & Hip-Hop

Typically, rap artists are not your go-to source for financial advice, or even a good example of what to do with your money. For every Jay-Z, there are hundreds of MC Hammers; from the entourages to grills, homes, cars, partying and other frivolous spending, there is little financial responsibility. However, there is no shortage of songs about money, so I…

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