I’m as human as the next person. Sometimes I want to spend money I shouldn’t. Take clothes, for example. For Christmas, my father gave me some very generous clothing gift certificates. So I hit the ...

Calculating the profit contribution of each customer is the first step to understanding customer value. We’re finance guys at heart, but we’ve learned that metrics such as operating profits, EBITDA, ...

I have always believed that planning for retirement is one of the most critical steps in securing a stable future. In my career as a CFP and CEO at LifeGoal Wealth Advisors, I have worked with many ...