Why I do a monthly Net Worth Statement
A net worth statement is exactly what it sounds like: a statement that lists out all your assets and all your liabilities, and the difference is your net worth
Read MoreSo you want to be a millionaire?
One common question I ask clients is how much they think they need in their retirement account to retire comfortably around 65, and the most common answer I get is $1 million.
Read MoreTax Season Takeaways
The April 15th deadline passed nearly two months ago, and I’ve finally had some time to reflect on the most unique tax season of my career.
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