Latest Commentary
From Accumulation to Freedom: A Better Retirement MindsetJanuary 20, 2026 - 11:27 amI want to start with a story that’s uncomfortable and all too common.
A man dies at 73 with $2.4 million. He lived in the same modest house for forty years, drove an aging car and clipped coupons until the end. He never took the big trip or upgraded anything to make daily his life easier. Instead, he just kept stacking dollars in the bank.
Shortly after his funeral, his children split the money. Flush with cash, they purchase new homes, cars and consumer goods to upgrade their lifestyle — until the money runs out.


Mid-Year Outlook 2013 – LPL Financial
Give Your 401(k) a Quick Checkup
3 Simple Steps for Choosing Your Next Financial Advisor
The 8 Best Financial Apps for Money-Conscious People
Thinking about Retiring? 5 Steps to Get Started
5 Ways to Dominate Your Taxes Next Year
2 Common Investments with Uncommon Tax Benefits
2 Easy Ways to Reduce Your Taxes
7 Simple Steps to Reduce your Tax Stress
How to Control Your Finances When the Sky is Falling
3 Reasons Why Everyone Should Have a Financial Advisor
Starbucks in Vietnam – Why Perspective Matters
5 Good Ways to Simplify your Finances
Make the Media Work for You
Beat the Fear of Investing at Record Highs