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News & Articles


Results in Advance Planning Thumbnail

Results in Advance Planning

Have you ever wondered if your retirement plan is on track, but didn't want to spend a ton on a 100-page plan you need a PhD in finance to understand? Well, I'm making a Crazy Dan deal where I'm offering my Results in Advance plans for half off at $300.

Who is My Ideal Client? Thumbnail

Who is My Ideal Client?

Isn't that the big question - who is my ideal client? I realized after lots of reflection the advice of experts and coaches really doesn't apply in my situation, but a different factor does.

Useless Bits of Information Thumbnail

Useless Bits of Information

It's good to know some randomly useless information every once in a while. Well, here are some recent facts that may help to impress your friends and coworkers. Or, maybe win a round on Jeopardy.

Do I Need a Fiduciary? Thumbnail

Do I Need a Fiduciary?

The Fiduciary rule is officially dead, at least for now. Although I am a fiduciary I thought it was worth sharing some headlines as to why I feel it needs to be instituted for all "advisors."

Best and Worst Social Security Tips Thumbnail

Best and Worst Social Security Tips

I have come across a lot of tips for Social Security over the years. Some are truly great and some are simple reminders. I figured it was worth sharing some of the best and worst ones I have learned.