Book Review: The Power of Habit

Book Review: The Power of Habit

When I first considered becoming a financial advisor, I assumed financial analysis would be at the heart of financial planning. A rigorous mathematical framework for a plan and incisive securities analysis would be the tools that would inevitably lead clients to...
Is Pet Insurance a Good Idea?

Is Pet Insurance a Good Idea?

We got Corabelle after staying at a Bed and Breakfast in Northern Wisconsin where the two sisters that ran the place had Bart. Bart was a Burmese cat that sat on my lap when I read, curled up with us for naps and followed me out the door and through the snow to the...
Thinking Through Buying a New Car

Thinking Through Buying a New Car

The phrases “car guy” and “financial advisor” don’t normally go together. The average American owns 13 cars in his or her lifetime at a current average cost of $30,000 per car. If your goal is to save money one of the easiest places to do so is on buying an...