There are two primary ways we receive money during our accumulation years: earned income or for those of us lucky enough, an inheritance. This month’s topic by request was what to do with a lump sum. Maybe you received an

The million dollar question these days is: “how do I retire early?” Ironically this question seems to become more popular as life expectancies in the United States are increasing. This not only gives us the challenge of funding our retirement

Finance is often considered a taboo topic in our culture; we don’t like to talk about it. Some people hire professional advice, and some people prefer to go the Do-It-Yourself route. The commonality between all of us, is we have

What is opportunity cost? I get asked this all the time. Just kidding, nobody asks me this. But here is why you need to know what it is: opportunity cost directly impacts every aspect of YOUR finances. In your personal

Good morning, afternoon, or evening as the case may be! This months topic is tax related. What do you do with your tax refund? First let’s talk about what a refund is just to set some perspective. Everyone I talk

Welcome to 2018! Hard to believe another year has already blown by. With a new year comes new opportunities, and I have compiled the three “C”s you may want to add to YOUR New Year’s to-do list: 1. Compile –