What is Bitcoin and should you invest in it? I’m answering both of those questions today, in plain English! My goal is to help retirement investors make an informed decision about investing in Bitcoin. So…
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Roth 401(k) vs. Traditional 401(k)
If you got a tax refund of $4,500, would you spend it or invest it? If you’re like most people, you’d be thrilled to see that cash land in your account. It could pay for…
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A Simple Guide to College Savings Plans
Why should you consider college savings plans? $440,223! That’s why! $440,223 is the estimated cost to send my unborn child to my alma mater – The University of Arizona – in 18 years. It’s also close…
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San Diego Real Estate: Better to Buy or Rent?
While a lot of the guidance I offer as a financial advisor is based on my financial expertise, some of my best advice comes from the belly of life experience. And let me tell you,…
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Financial Success is NOT a One-Day Tournament
I was listening to an interview with John Maxwell earlier this week. John is a renowned author, leadership coach, and an avid golfer. During the interview, he was asked about some of the biggest life lessons…
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