The primary difference between a flat-fee advisor and an AUM (Assets Under Management) advisor is how you pay for advice.

When you’re seeking third-party financial guidance, the landscape is laden with choices—and many of them are designed to benefit the provider more than the client. To find the right fit, you have to look past the marketing and understand the underlying incentives.

Markets are scary and everyone is panicking - your brain screams DO SOMETHING!

Before you write a big check and mail it to the mortgage lender, take pause.

Cart before horse: assuming IPOs will create instant millionaires.

Student loans: the only thing that will survive the apocalypse.

“Men lie, women lie, numbers don’t.” — Jay Z

Here’s why.

Robo-advisor or financial planner? More than one way to skin a cat…

Before you take Social Security, take a pause.

How do people end up with a million dollars?

The risk of letting money sit in your checking account is greater than the risk of investing it.

Going through the big D and don’t mean Dallas?

If you’re ready to put down roots, the 415 Rule is a good benchmark as you begin shopping for a home.

Finances can be stressful, we tend to put it off or avoid it all together.

Finding a home in a city with high cost of living is confusing!

What's your money script?

It's never too late to start saving.

We are more alike than we know!

Is it the right choice for you?