So humbled and honored to be named a 2018 Top 100 US Advisor by Investopedia! Read the article here: https://www.investopedia.com/top-100-financial-advisors/
FOMO – Fear Of Missing Out – for Milliennials is just the modern day version of Keeping Up With The Jones…
We love putting plans together for our client’s children or grandchildren. But, as you may have read in my book, we are not fans of the market based, but tax-advantaged 529 plan. But why? The best way to explain it is to give you an example that you would never want to follow yourself. So, […]
When I was in law school at the University of Florida, I was the Secretary of the Florida Chapter of the Federalist Society, which really believes in controlling the power of centralized government. I listened to The Wilkow Majority every single afternoon I didn’t have class between 1 and 3 pm.