

How A Reverse Mortgage Can Improve Your Cash Flow & Financial Plan
You might not have heard much about reverse mortgages outside of AARP or daytime tv commercials. They mostly fly under the radar for...
Are You Too Old School With Your Money?
Last week my Mom and I were Facetiming during dinner. If you're an Apple geek like me, you'll know what that is. She asked how she could...


Financial Complexity Is Killing You
Yes, literally. It's a well established principle in psychology that complexity contributes to mental illness. As we voluntarily pack...


How To Use A Health Savings Account
Health Savings Accounts, or HSAs, are tax-deferred accounts for individuals or families who are covered under a "high deductible health...


What To Do After Your Emergency Fund Takes A Hit
Last weekend, my wife and I experienced a sewage backup in our downstairs. I'll spare you the gross details. A cracked pipe under our...


How To Earn 1% On Your Checking Account
Banks have been stepping on us with interest rates for years. If you feel anything like I do, you're frustrated that you earn basically...


Process, Then Product
A few weeks ago I was reviewing with a friend and client. He reached out to get my opinion on what he should do with some extra income...


Why Roth IRAs Are So Awesome
Originally called an "IRA Plus", these retirement accounts were established as part of the Tax Relief Act of 1997. Unlike Traditional...


Are You Prepared For A Disability?
My knee hurts. It's been bothering me for over a year. Physical therapy has helped a little. Seeing a chiropractor has helped a little....












