Why marriage matters.

If you're married (or want to be one day) you don't just want to be married.  You want a strong marriage.  A committed marriage.  One that stands the test of time and gets better with every passing year.

Here are 5 reasons (or reminders) why this matters to you and everyone around you.

IRS Red Flags: What to beware of!

An IRS Red Flag is never the flag you want to see waving at you!

Here are some things that you can do to make sure that you don't increase the odds of having that happen or having an auditor knock on your door.

How to crush your financial goals: One key word.

When it comes to learning how to crush financial goals, you've probably heard all of the sage advice before. "Shoot for the moon!  Even if you fail, you'll still reach the stars!"

But if this is all that it takes, why do studies show that approximately 92% of people start a goal but fail to finish them?

I think a lot of it comes down to this one, key word that is missing.

Retirement planning at key ages and stages of life.

Retirement planning, when done right, starts as early as possible.  But as we age and move throughout our lives there are several key ages and stages of life when opportunities arise that you need to know about. For most people, this is basic retirement information.  At least that is what I would've thought in my previous experience as a Private Wealth Manager for over twelve years.

Radical Margin

We were made to do more than just survive.  We were designed for an existence that does more than just produce.

My guess is, you already know that.  But what you don't know is HOW.

Here are a few ideas that may help.