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Match the Money To the Need

I did a radio show interview a few years ago when my book was first published. The host of the show asked me, “What’s one piece of advice you’d offer …

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Inching Closer Toward Recession

It’s coming, can you feel it? The next recession is getting closer and closer, there’s no doubt. How do I know this? Simply put, recessions happen and we haven’t had …

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The Magic Of Disney

It’s “the happiest place on earth” they say.  Having just returned from a week’s vacation with my family at Disney World in Orlando, I thought I’d share a few thoughts …

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‘Fiduciary Rule’ Update

If you’ll recall, I shared with you a few months ago a pending shift in our industry that you may have been hearing about. It’s called the ‘Fiduciary Rule’ for …