Mark Schweiss CFP®, CPA, CFA joined the firm late in 2017. He humored me by answering a few questions so you could learn more about him.
Switching to a high deductible health insurance plan can save you significant dollars in monthly premiums, but is the higher potential out of pocket worth the monthly savings?
Would you rather have $1,000,000 or the sum of a penny doubled every day for 30 days? If you did the math, you know that the magical penny is the correct answer and by a long shot. By the end of a month, you’d have $10,737,418.24.
Whether you make $40,000 or $400,000/year, prudently managing your cashflow is the single most important financial thing you can do. You know you should live within your means, but why is it so difficult? Learn how we help our clients finally gain control of their income/spending, while saving them time and stress along the way.