This blog will share helpful, humorous, and insightful quotes about retirement.

The Three Jars has helped us develop a weekly system to talk to our children about the value of money, spending, saving, giving and incorporating family time as well. We hope The Three Jars will do the same for your family, it is a great tool to have more money and life conversations with your children.

Early retirement sounds great, but have your clients and prospects thought it through completely? This article covers some things they should think about.

A fallacy that has been spread by the financial services industry for many decades is the idea that collecting a 1% AUM (Assets Under Management) fee provides incentive to achieve high performance (aka “If I win, you win” or “If I lose, you lose”). This concept allows advisors to charge a fee that, once over a certain AUM threshold, can be rather egregious and continue to provide enormous profit margins.

With a bit of time to prepare, you can enter the second half of the year feeling financially confident and on track to meet your goals.

This blog will celebrate American Housing Month, give an outline of the holiday's history, and talk about how important home ownership has been in our country’s history.