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The Economic Truth: What Being a Financial Planner Taught Me About Presidential Promises

You know what drives me absolutely crazy? Watching politicians tell people exactly what they want to hear about the economy, regardless of what the...

The Economic Truth: What Being a Financial Planner Taught Me About Presidential Promises

You know what drives me absolutely crazy? Watching politicians tell people exactly what they want to hear about the economy, regardless of what the...

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The Economic Truth: What Being a Financial Planner Taught Me About Presidential Promises

You know what drives me absolutely crazy? Watching politicians tell people exactly what they want to hear about the economy, regardless of what the...

Florida Prepaid College Plan: Lock In Tuition, Peace of Mind –A Planner’s Guide (2025)

College tuition feels like a runaway train, doesn't it? For many Florida families, that train is headed straight for their savings, and the anxiety is...

Smarter College Savings With 529 Plans: Answering Common Questions & Concerns

Is your 529 plan a source of hope, or a little bit of a headache? If you're like many parents I've talked to over...

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The Essays of Warren Buffett: A 30 Year Advisor’s Review for 2026

Market volatility is a constant. In my near 30 years as a financial planner, I’ve guided clients through the dot-com bubble's euphoria, the 2008...

How to Take Advantage Of Deferred Restricted Stock Units? A Financial Planner’s RSU Guide (2025)

Ever glanced at your compensation statement, seen terms like "RSU Deferral Election," and felt a wave of confusion? Think you're alone? Equity compensation is a...

Understanding Series I Savings Bonds: A Smart Treasury Investment?

Imagine securing an investment that's as solid as Uncle Sam's handshake, designed to outpace inflation, and shields your earnings from state and local taxes....

What is Capital Gains Yield CGY: Why It’s Important For Growth-Centric Investing

What Exactly Is Capital Gains Yield (CGY)? If you're an investor, you've likely come across the term Capital Gains Yield (CGY). It’s a vital metric...

Bogleheads Guide to Investing: Review and Insights for All Types of Investors

The "Bogleheads Guide to Investing" stands out as a beacon for both novice and experienced investors who seek practical, down-to-earth advice on managing their...

APY Calculator – Find The Real Return Banks Hide: Understand, Calculate, and Optimize Returns

Last fall, a new client, we'll call him David, showed me his savings account statement. He was proud of his 4.5% interest rate but...

Confused? Which Types of College Savings Accounts To Choose From?

Did you know that college costs have gone through the roof lately? I'm talking a whopping 25%-30% increase in just ten years! Crazy, right? But...

Book Review: Warren Buffett’s Accounting Book – A Guide to Reading Financial Statements

Did you know that the Oracle of Omaha Warren Buffett turned a mere $100,000 into over $100 billion? This incredible feat wasn’t achieved through...

A Random Walk Down Wall Street – A Summary & Review

Imagine a world where beating the stock market is as simple as following a few expert tips. Now, prepare to have that notion shattered....

Simple ROI Calculator – What is Return on Investment & How To Use The Formula

As an experienced financial planner, I've seen firsthand how the right tools can transform investment outcomes. One statistic that always sticks with me is...

The Complete Guide to Future Value Calculations: Your Financial Crystal Ball

When I sit across from a new client, the first question I ask isn't about their current income or spending habits. It's this: "What...

Fisher Investments vs. Fidelity: Which Is Right for Your Money? (2026)

As a financial coach, the Fisher Investments vs. Fidelity debate isn't just a headline; it's a core question I've helped clients navigate for years. The right...