Steve
A Dropped Request
We've been talking a lot about fees the last few months. To wrap up the conversation, I wanted to take a moment and provide a real world...
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Steve
May 8, 20192 min read
I Found a Million Dollars!
Each time I write a financial plan for a new client they are given a "Data Gathering" packet requesting a host of information. It's...
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Steve
Apr 3, 20192 min read
How To Calculate Your Social Security
Each year, after decades of contributions to the program, millions of Americans claim social security benefits for the first time. Most...
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Steve
Feb 22, 20193 min read
Why Your Insurance Rates Soared
If you recently received your 2019 home and auto insurance renewal rates you've probably felt at least a little like the man pictured...
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Steve
Jan 2, 20193 min read
Are you Making These Common Emergency Fund Mistakes?
We need to talk. It's about your "Emergency Fund." Most believe you should have a reserve of three to six months of expenses set aside...
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Steve
Nov 10, 20181 min read
Wah Wah Wah Wah Wah
I just finished reading a third quarter "Investment Commentary" put out by an industry organization. All I could think of was the...
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Steve
Oct 11, 20182 min read
FWM Special Edition - October 11, 2018
With back-to-back 2%+ losses in the S&P 500 and a 5.5% drop since last Friday, it's been a rough week for stocks. And while we're just...
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Steve
Sep 21, 20182 min read
The S&P 500 is NOT a Money Market Fund
I recently read a story wherein a financial advisor was told by a client that he was going to "park some money in the S&P 500 for a few...
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Steve
Sep 17, 20182 min read
Are You “Sticky?”
Are you “sticky?” Let me explain.... In the corporate world, there's an expression called "stickiness" that many businesses,...
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Steve
Sep 8, 20183 min read
Things People Say
There are things people say that stick with you your entire life. It's as true for me as I'm sure it is for you. And it's interesting to...
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