Geoff Wells

Oct 27, 20181 min read

Recent Articles Worth Sharing

Geoff Wells

Sep 20, 20182 min read

What Is A Financial Plan?

Geoff Wells

Sep 18, 20181 min read

Book Review – The Checklist Manifesto

Geoff Wells

Sep 17, 20181 min read

Why Choices Are A Bad Thing!

Geoff Wells

Jun 27, 20181 min read

Interest Rates Rising – What To Do With Your Cash?

Geoff Wells

Jun 25, 20182 min read

Social Security Annual Report – Should We Worry?

Geoff Wells

Jun 22, 20181 min read

Summer Reading – A Worldly Perspective on Wealth and Facts

Geoff Wells

Jun 18, 20182 min read

Expense Ratios – A Hidden Portfolio Drag

Geoff Wells

Jun 15, 20182 min read

The Subscription Economy – Valuable in Moderation

Geoff Wells

Jun 12, 20181 min read

Financial Organization – Simplified

Geoff Wells

Jun 11, 20181 min read

Favorite Podcasts

Geoff Wells

Apr 27, 20182 min read

Don’t Wait to Backup Your Irreplaceable Photos!

Geoff Wells

Apr 19, 20181 min read

Tax Planning – The Next Focus in Financial Planning

Geoff Wells

Apr 10, 20181 min read

Are Your Beneficiaries Up-To-Date?

Geoff Wells

Mar 28, 20181 min read

Discover New Websites

Geoff Wells

Mar 21, 20181 min read

Using 529 Accounts for Elementary and Secondary School Costs

Geoff Wells

Mar 15, 20181 min read

3 Winning Traits for Professionals

Geoff Wells

Mar 13, 20181 min read

Decumulation Strategies – What Are You Missing?

Geoff Wells

Feb 22, 20181 min read

Book Review – The Power of Moments

Geoff Wells

Feb 19, 20181 min read

Time vs. Money – Finding a Balance