Latest posts

8 Warning Signs You Need to Fire Your Financial Advisor

You've been working with a financial advisor for some time now, but now you're starting to have doubts that you hired the right person for the job. Hopefully, you did…

Read More
How to Maximize Your Social Security Income (and avoid these 6 costly mistakes)

We’re all about retirement planning, and we often talk about Roth IRAs and other retirement accounts and strategies. But what about Social Security? It's an often overlooked, though highly critical, component…

Read More
What is an “Indirect Rollover”? (and why you should care)

We often hear the term “rollover” in connection with retirement accounts. People frequently rollover money from one retirement account to another. One of the biggest types of rollovers occurs when…

Read More

Latest Podcast

GF¢ 047: Crushing Goals for 2015

"Dream small dreams. If you make them too big, you get overwhelmed and you don't do anything. If you make small goals and accomplish them, it gives you the confidence to go on to higher goals." John H. Johnson By…