Plan With The Tax Man

These Financial Things Are Overrated

Sometimes things get pushed or catch a lot of buzz in the financial landscape and they just aren’t all they’re cracked up to be. Let’s explore some of the things that might be sold to you as the greatest thing since sliced bread, but in reality it’s probably way too much focus and attention being paid to them.

Facing The Realities Of Retirement Planning

The realities of retirement planning are different than they were even a decade ago. Let’s talk about some of the realities that affect how you need to plan...

Conventional Wisdom Isn’t Always So Wise

Let’s discuss a few examples where following conventional wisdom might lead you astray.

The 5 Most Common “Pain Points” In Your Financial Life

When it comes to financial planning, everybody has some kind of pain point. Those pain points are different for each person, but everyone has something that bothers them. Tony tells us about some times where he's helped clients through these frustrating areas.

The 6 Things Wasting Away In Your Financial Junk Drawer

Most people have a junk drawer at home. It usually contains things like rubber bands, clothespins, highlighters, glue sticks, a tape measure, a label maker, and a pair of scissors. But most people have a financial junk drawer too. Let’s talk about some of the things that end up there and how they might be put to better use.