October 24, 2019

Message to My Clients – Upcoming Road Trip and Living Our Best Lives

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Hello All, I am getting ready to head out next week on my annual road trip to the Midwest with my dog Lily. My wife cannot go this year so Lily is the next best companion! I have made this trip many times in the past 8 years with Lily, and before her, our beautiful… [Continue]

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15 Tips for Young Professionals and Career Changers

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Introduction I was recently invited to present a webinar for financial planning students at Kansas State University. The objective of the webinar was to share my personal story on becoming a financial planner, provide insight on how I run my firm, and on how I work with my clients. I was also asked to include… [Continue]

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It is Not All About Money

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In this article I talk about things beyond money and get a bit touchy feely. Put Money into Perspective As a financial planner, I focus heavily on making sure my clients are saving a sufficient amount of their gross income towards retirement whether retirement is 10 years away or 40 years away. In addition, I want… [Continue]

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Your Dreams Give You Direction and Purpose

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Throughout my life, I have always had big dreams running through my mind. Most were not grandiose dreams that had no possibility of coming true. However, they were dreams that at the time I conceived of them, seemed impossible to achieve. Nevertheless, I would set goals around these dreams and imagine them coming true. I… [Continue]

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