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Financial Guidance That Brings Clarity

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Tech

Embracing AI: From Tool to Essential Skill

November 28, 2025 By John Simkins

John explores AI’s basics, ways to leverage it effectively, and compares its rise to the way calculators transformed learning.

Tech

Artificial Intelligence (AI): Run Toward It or Run Away From It?

April 16, 2025 By W. Lee Shertzer

Lee Shertzer compares Artificial Intelligence rise to the sewing machine’s impact in the 1800s, highlighting that while disruptive, AI will enhance productivity and create new opportunities, urging us to adapt and embrace change.

Tech

Layaway plans have become BNPL (Buy Now Pay Later) Services. Is that a good thing?

August 18, 2021 By John Simkins

Buy Now Pay Later (BNPL) services have put a new twist on the department store’s layaway plans.

investing

Should Airbnb Cancel Your Plans to Purchase Vacation Home?

August 10, 2021 By Mark Brinser

Mark Brinser discusses Airbnb’s impact on the appeal of owning a vacation home.

investing

Financial Planner as a Guide

July 14, 2021 By Mark Brinser

A financial planner acting as your “guide” can be that independent voice to remind you about the vision you created and how to best achieve that future.

investing

Is Bitcoin the Future of the Financial System?

May 26, 2021 By Mark Brinser

Get basic answers on Bitcoin and other cryptocurrencies, along with what impact crypto will have on investments and the financial industry.

investing

Difference Between Robo-Advisors and Financial Planners – Q&A Video

October 14, 2020 By Mark Brinser

Find out the difference between robo-advisors and a financial planner – and why it matters for your investment and retirement planning.

Tech

Pandemic Creates The Need To Keep Up With Technology

July 29, 2020 By Mark Brinser

Internally we have a fun debate about which is the better technology, Apple or Android. I will not tell you exactly where I fall but let’s just say I do not like apples…the fruit variety or the technology variety! Anyway, many stories will be shared for years about the uniqueness of this time period caused […]