Personal finance involves personal financial management of investments, taxes, insurance, healthcare and estate planning. Often, topics involve tips for legally lowering taxes, improving investment results, hiring a financial advisor or more.

Irrational Exuberance: The Alan Greenspan Era Lives On

For much of the late 20th century, Federal Reserve chairman Alan Greenspan was widely seen as the maestro behind the ... Read More


Growing Wealthy is Complicated Business

Money can certainly make life easier in many, many ways. Everyone knows that – it’s why we work so hard ... Read More


Get It in Writing: Why You Shouldn’t Defer Estate Planning

There are plenty of unpleasant things in life we prefer to not think about. Taxes, for one. Pressing home repairs. ... Read More


Don’t Give Your Wealth to Washington: Maximizing the Impact of ...

Despite all of the varied paths we take in life, most of us tend to want the same things for ... Read More


Death and Taxes: The Importance of Tax Efficiency in Your Portfol...

The first rule of thumb as you start out in personal finance is to maximize every opportunity you have to ... Read More


Alternative Lifestyles: What You Need to Know about Managing Your...

It takes creativity and risk-taking to build a fortune or a lucrative career. The wealthy have generally developed rare, in-demand ... Read More


5 Questions to Ask Your Next Wealth Manager

If you’ve decided to sign on with a wealth manager to help steer your financial future – congratulations! This is ... Read More


A New Attitude Toward Wealth

Scott Fitzgerald famously wrote, “The rich are very different from you and me.” His contemporary, Ernest Hemingway, purportedly replied, “Yes, ... Read More

Financial Boot Camp

Unfortunately, most people will spend more time planning their vacations than planning for their financial futures. This can be a recipe for disaster. Our 2-hour information-rich educational workshop will get you on the right track to achieving financial success. register for the workshop