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Insights

With 35+ years of combined experience, we provide expert financial tips and actionable advice to enhance your financial life.

Budgeting & Money

Estate Planning

Financial Planning

Don’t Let a Bonus or Stock Sale Catch You Off Guard at Tax Time

Who We Help: When Career Success Brings Financial Complexity

More Than Numbers: Why Paul Does This Work

Downsizing for Retirement? How to Sell Your Home the Right Way

The $2 Million Cyberattack That Started at an Airport Charging Station

Why That HELOC Investment Strategy Might Backfire

Intro to Estate Planning for Busy Families

Estate Planning: Protecting Your Family’s Future

How Much Cash Should You Really Keep on Hand?

3 Key Areas to Help Your Aging Parents Plan for the Future

SEP IRA vs. Solo 401(k): What’s Best for Self-Employed Retirement?

Get Financially Organized

Why Credentials Matter

What Are Our Fees?

Election

Save For Retirement or College?

Get Financially Organized Day Trading

Expense Ratio

How I Invest My Money

What Is Your Net Worth?

3 Smart Money Moves

Going From 2 Incomes Down to 1

Why Are You Still Doing Your Own Taxes

What’s happening with Gamestop?

LRA Core Investment Principles

Equity Based Compensation

Employee Stock Purchase Plan

529 Plan

Is A Seller’s Market A Bad Thing?

“The Build” Episode 24

“The Build” Episode 23

“The Build” Episode 22

“The Build” Episode 21

“The Build” Episode 20

“The Build” Episode 19

“The Build” Episode 18

“The Build” Episode 17

“The Build” Episode 16

“The Build” Episode 15

“The Build” Episode 14

“The Build” Episode 12

“The Build” Episode 11

“The Build” Episode 10

“The Build” Episode 9

“The Build” Episode 8

“The Build” Episode 7

“The Build” Episode 6

“The Build” Episode 5

“The Build” Episode 4

“The Build” Episode 3

“The Build” Episode 2

“The Build” Episode 1

Estate Planning for Parents