“Where love is there is no labor; and if there be labor, that labor is loved.” — Jane Austen   Another Labor Day is now upon us and many may be spending this holiday either going for a second cheeseburger, dusting sand off from the beach, or filing away the receipts after a bit of...Read More

Becoming a caregiver for a friend or family member is often a selfless act, but it does not always have to be a thankless one. Caregivers often give up much of their time, energy, resources, and even careers to take care of someone who needs help taking care of themselves. Caregiving does not discriminate as...Read More

Do you, a friend, or a family member, find yourself instinctively adjusting your portfolio or approaching your finances in a certain indescribable way? Do you often have great difficulty listening to new financial philosophies, or even become aggressively defensive of a particular strategy that you have held to for months or even several years? If...Read More

“Our new Constitution is now established, and has an appearance that promises permanency; but in this world nothing can be said to be certain, except death and taxes”.  – Benjamin Franklin   Benjamin Franklin was one of the greatest “Renaissance” men of his generation, adept at everything from science to politics, he was also known...Read More

In the 1986 hit comedy film Back to School, Rodney Dangerfield plays a self-made plus-size clothing magnate Thornton Melon. In the film, despite all of his success, he comes to regret not taking the words of his father, “If a man has no education, he’s got nothing”, more seriously. With his home life in disarray,...Read More

This is the final part of our series My Financial Coach Presents: History of Retirement. Click Here to start at the beginning and view our video and timeline as well.   Trouble in Pension Paradise   By the 1950s, almost 10 million American employees, or around 25% of the private workforce had a pension. In...Read More

It is popular to think of retirement as a modern luxury. When most people think about retirement it almost feels right to think of it as an idea from the 20th century. However, I would like to show you something to help you expand on the history of retirement as something that is far older....Read More

It’s that time of year again, where depending on where you live, might mean freshly fallen snow, and frigid air. However, these conditions are made all the more tolerable with the trappings of the season such as the warmth of crackling wood in the fireplace and a mug of hot cocoa. Regardless of where you...Read More

Unfortunately, you actually can’t turn coal into a diamond. However, both share such closely related chemical make-ups that such statements almost seem accurate. From a certain point of view, there is at least some metaphorical truth to this statement as coal’s value is in the eye of the beholder. On a frigid winter night, a...Read More

We live in an age of technology, and the financial services industry is no stranger to these advancements. Chances are you have already benefited from these advances such as by registering your bank account or 401(k) online so that you can readily view your account balances. In an age of technology, convenience is key, and...Read More