RESOURCE LIBRARY2019-08-16T09:26:07-07:00


4 Money Mistakes Expectant Parents Make

August 14th, 2017|

I read this article (4 money mistakes people keep making when they're expecting a baby) by Sheryl Nance-Nash recently. I have a few clients (parents and grand-parents) that are expecti [...]

New Fiduciary Rule; Who Can You Trust?

June 29th, 2017|

Friday, June 9 quietly marked an historic day in the financial services world. On that date, all financial advisors will be required to forego any sales agenda and give advice that wou [...]

Flippin Rich

June 27th, 2017|

"Most people don't want to become rich. They want to be rich." John Thornton In this video, John states obviously that to become a millionaire, you need to spend $1,000,000 less than y [...]

Self Discipline

May 8th, 2017|

“In reading the lives of great men, I found that the first victory they won was over themselves… self-discipline with all of them came first.” Harry S. Truman [...]

Economic Progress

April 27th, 2017|

Given the cost of food, clothing, housing, travel, and medicine, I'm thankful I'm living in today's time.