Believe it or not, financial planning isn’t all about math and logic. There are times when it’s important to factor in how you feel about certain thin...

There are a surprising number of people out there who think there’s not a lot to retirement planning. They make regular contributions into their 401k,...

An early retirement sounds fantastic to most people. Who wouldn’t want to kick off the extra travel, less stress and more freedom that retirement can ...

When you ask people what retirement planning is they will inevitably say investing. There’s a lot more to retirement planning than just picking invest...

Former Fed Chairman Alan Greenspan recently stated that he thinks the economy is "out of whack" and headed for a downturn. We'll see if David agrees a...

They say these days that there’s a holiday of every day of the year. It’s kind of true. Some examples of holidays we've already celebrated this year: ...

Have you ever seen the show Mythbusters? The show never covered financial myths (probably because then they wouldn't have a reason to blow things up),...

QDROs are a financial concept that you won't usually hear a lot of talk about. David will detail how important they can be. He will answer questions l...

It's easy to get confused and think that you are diversified when you actually are not. David gives some tips on spotting a truly diversified portfoli...

David Wilson walks us through the four most important estate planning mistakes you need to avoid. He often is able to spot common trustee problems wit...