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News & Articles

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Tax Time Tips

Before we jump full into tax time, I wanted to share a few last minute tips. Some may still come in handy this year, however, it is never too early to start planning for next year.

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Four Types of Wealth

We all talk about wealth. I thought this quote was great as it breaks wealth into four categories and serves as a reminder how the pursuit of wealth can come at a personal cost.

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When Clients Become ATMs

Have you ever felt like a human ATM where people just line up for you to give them money? It seems like there is more advice by the "experts" in this big world of financial services that you should have your clients be 100% for all your growth. Does this mean your clients are becoming ATMs just for the advisor's benefit?

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FTWM Charitable Giving

I am a very fortunate person. I realize as a firm I need to be sure to share with those who need some help. Because of this, I will be donating some time and revenue from my firm to several charities every year.