Eric's Thoughts On Reddit and GameStop   I think a 'mini-revolution' occurred last month when Reddit users and others manipulated the stock of Gamestop and sent the shares soaring higher without fundamental reason. This will likely prove to be an important mark in time; I only say ‘mini’ because of the fast and furious nature [...]

Keep Your Rental House In Financial Order As A New Landlord   We recognize that for some folks investment property can be an effective component of a healthy Financial Life Plan. Making the decision to own rental property is one we recommend doing some soul searching about. We've seen record low interest rates and it [...]

How Do We Know If It's Time To Start Talking To A Financial Planner?   Shouldn't you be investing in receiving advice from a financial professional by now? How do you know if what they do applies to your situation? Aren't there minimums for that? How do you know it's the right time in your [...]

Mixing Business & Pleasure: 5 Ways Couples May Find Success Operating Like A Business   When I reflect on the needs of most couples who are looking for advice and planning help, I recognize that often each member of the partnership is on a different page. It seems as if the left hand isn't aware [...]

10 Important Questions For Pre-Retirees To Think About Considering the emotional and complete mindset shift you go through as you enter retirement, there's a need to prepare by considering some important factors if you plan to retire in the next 3-5 years. Financial calculations are somewhat black and white, while the mental preparedness factors feel [...]

Start With Your Core Values It doesn’t take a rocket scientist to figure out that we may find more meaningful success in our lives if our goals are in line with what truly matters to us the most. Are the goals you make and the tasks you commit to aligned with your Core Values? When [...]

Welcome to Your New Relationship with Money! Close your eyes, take a couple of deep breaths, and call light to yourself. See or feel, imagine, know, sense or even pretend that the light is all around you. This is the Light of enlightenment, the light that is often pictured by artists around the heads of [...]

I Just Sold An Investment Property. What, Exactly, Is The Difference Between a 1031 Exchange and a DST and Why Do I Care? By Eric Duncan If you are considering selling a highly appreciated investment property, you may be in search of strategies that will help you defer paying taxes on the gain of the [...]

The Meaning and Importance of Your Money Story We've all heard that our early life experiences are foundational and shape the way our brain develops. The way we grow, how happy we are, what our future health might be like, how we learn, and our sense of family and community are all programmed through early [...]

Why I became a financial planner: I was recently met with a list of interview questions by a potential client seeking a Certified Financial Planner™ professional to work with.  In addition to  being a couple after our hearts for their disciplined  vetting process, completing the two page document offered me just the pause and reflection [...]