The Number-One Conversation for Newlyweds
• June 6, 2018

I am often asked, “Who is your perfect client?” People are puzzled when I say: “Whenever I can get a husband and wife to sit down with me to discuss […]

2 Overlooked Tax Strategies
• April 9, 2018

A Health Savings Account and a “back-door” Roth IRA are last-minute strategies that can provide significant tax benefits for your investments.

Real Estate: Big Winner in Tax Cuts and Jobs Act
• March 7, 2018

On the surface, it may look like the Tax Cuts and Jobs Act is bad for real estate. The reduction in the deductibility of mortgage interest and the combined $10,000 […]

’Tis the Season for Giving
• December 20, 2017

“Helping people doesn’t have to be an unsound financial strategy.” For those in the giving spirit this holiday season, there are many ways to help others while still helping yourself. […]

The GOP Tax Plans: Who’s Really Going to Pay?
• November 22, 2017

The most recent attempt at refining our tax system may look like a tax cut on the surface, but the devil is always in the details. On closer inspection, both […]

Equifax: The Stakes Are High
• September 28, 2017

Unless you have been living under a rock for the last 30 days, you have probably heard about the Equifax data breach. On Sept. 7, Equifax, one of America’s three […]

My Summer Reading List
• July 26, 2017

A couple years ago, I read an article about Mark Zuckerberg that said he reads two books a month. He even started a Facebook book club called “A Year of […]

Economics 101: Kennedy Years, Trump Days
• May 24, 2017

This year, we’re celebrating what would have been John F. Kennedy’s 100th birthday. No matter where you go in Washington, you are reminded of this celebration. The other night, as I […]

The Secret to Wealth
• April 13, 2017

Ownership has played an essential role in building the fortunes of many of America’s wealthiest individuals, who often came from humble beginnings. Andrew Carnegie was a poor immigrant from Scotland […]

It’s Time to Get Fiscally Fit
• March 2, 2017

The top New Year’s resolutions are to lose weight, get organized, spend less, save more and get fit and stay healthy. It’s the end of January. How’s that going for […]