When to Hire a Financial Advisor: 7 Signs You Are Ready
June 17, 2026
For many people, determining when to hire a financial advisor is not about reaching a specific income or net worth.…
Jeff Laughlin
9 Benefits of a Fee-Only Financial Advisor (And Why It Matters for Your Financial Plan)
May 12, 2026
A fee-only financial advisor is paid directly by clients, not through commissions from financial products. That structure limits conflicts of…
Fiduciary vs Suitability: What is the Difference?
May 8, 2026
Did you know there are two different legal standards that govern financial advice? Fiduciary and suitability. These standards affect how…
Should I Choose the Roth Option in My 401k Plan
January 17, 2026
In some company 401k plans, I can choose how my employee contributions are taxed: At first glance it feels like…
Do I Take the Lump Sum or the Monthly Pension Checks?
January 10, 2026
If I have an old school pension, I usually face a big retirement question. Do I take the lump sum,…
Is Getting Wealthy a Wise Goal?
July 14, 2017
Why aren’t the wealthiest people in the world on a permanent vacation? Why aren’t they spending their time perpetually…
To Be Young
July 7, 2017
Not gravity. Not friction. Not anything else. Albert Einstein famously called “the power of compound interest” the most powerful…
Too Many Titles for the Financial Guy (or Gal)
June 30, 2017
*Funny note: As a finished up writing this, an article called How “Lifestyle Advisors” Can Succeed popped into my…
The Age of the Internet-Advice-Machine
June 23, 2017
Our world is full of contradictory advice. Ask Google about it. You get what you pay for. The best things…
Money is Time
April 11, 2017
“Time is money says the proverb, but turn it around and you get a precious truth, money is time.” …