A couple of weeks ago I received a text from a family friend. He’s a college student, and he was reaching out because he had a few questions for me. He wanted to learn more about personal finance and smart investing...
Read MoreYou’ve heard the buzz about Bitcoin, Ethereum, and other cryptocurrencies or crypto assets. It doesn’t make sense to you (yet), but you want to learn more. The problem is you don’t know where to start....
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“When can I retire?” Whether it’s in my conference room meeting with clients, or in a casual...
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Are you looking for a way to invest your money for retirement? Or, are you looking to build a...
Read MoreBitcoins hit the virtual world in 2009 as a peer-to-peer payment system in open-source software format. Creator Satoshi Nakamoto (alias) designed Bitcoins to be “mined” by powerful computer equipment. As the pre-coded complex...
Read MoreThis post is one of a series of notes on the sessions I attended at the AICPA’s 2014 Advanced Personal Financial Planning Conference. You can find links to all my notes from the conference here. This past Monday...
Read MoreThis week I attended the AICPA’s annual Advanced Personal Financial Planning Conference (#AICPAPFP). The conference is in Las Vegas, but I attended virtually. A huge “thank you” to the AICPA for offering the...
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