When interviewing potential retirement plan consultants, it’s helpful to know the right questions to ask. Retirement plans are complex, and depending on your experience, potentially confusing. They’re also important from a recruiting and retention standpoint, and...

I think I can help you retire happy and do the things you want.  Remember that television show, Golden Girls? It was about four women who lived together in a house in Miami. Is that how you envision your golden years? If not, how will your retirement look? ...

I’m glad you’re interested in debt free living, but it will require more than just interest. It will require commitment and sacrifice as well.  Once it happened that a mother brought her young son to see the Dalai Lama. She waited in line and when it was her turn...

Have you been asking yourself, "How do I get ahead financially?" How do you think about your finances?  Do you think about them more like a sprint, or a marathon? I don’t think there’s a right or wrong answer.  Depending on what you’re trying to accomplish, either...

I was tired of being broke, living paycheck-to-paycheck, and drowning in credit card debt. It felt like I was trapped in a recurring nightmare where there was never enough money to go around. And I was right.  Sadly, almost two-thirds of Americans are stuck in...

When you say, “I am worthy” do you believe it? For many years, I didn’t (more on that in a bit). Here’s a secret: Everyone experiences self-doubt when it comes to feeling worthy. Many top performers in every industry have admitted experiencing some form of imposter...

Wellness dollars are funds health insurance companies make available to offset the cost of employee wellness programs.  We all want happy, healthy, and productive employees. Our people are the lifeblood of our organizations, and our most valuable resources. And...

As someone who is trying to get 1% better every day, I’m always working to do better in every area of my life. How do you think about self-improvement? An area where I think there's a lot of opportunity to improve is personal finance. Because it’s such a broad...

What do you think about retirement?  Are you excited? Are you prepared? Will you ever retire? Will you always keep working? What will your retirement lifestyle look like?  Here’s one thing I know for sure: the only way to live how you want is to know how you...