Financial Planning — It has nothing to do with luck.

This month of March you may be thinking about all things green…

February is Often a Month Full of Relationship Talk.

February is often a month full of relationship talk. We talk…

Why Do We Procrastinate about Finances?

Let’s face it: life gets busy. Between our professional and…

Your New Year Financial Checklist

New Years is an exciting time. It’s a moment filled with hope.…

Why You Need A Financial Plan

There are a few times a year when the volume of calls to…
Solo-k Smart Retirement Planning Self-Employed

Happy Holidays: The Gift of Financial Self-Care

The holiday season is a once-a-year mash-up of magic and madness,…
Solo-k Smart Retirement Planning Self-Employed

How to Prepare For An Encore Career

Ready for a career change? More and more people are rethinking…

Cultivating a Healthy Relationship with Money

Cultivating a healthy relationship with money is the foundation…
Solo-k Smart Retirement Planning Self-Employed

How To Deal With Those "Old" 401(k)'s

There's no shame in having multiple 401(k) accounts -- it's an…
Solo-k Smart Retirement Planning Self-Employed

The Solo-K: Smart Retirement Planning for the Self-Employed updated for 2018

In 2001, the government gave self-employed workers a gift:…