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Why Should Rappers Have All the Fun?

So, you guys already know that I work as a financial advisor to professional athletes and entertainers.  I really enjoy what I do, but sometimes, it has unintended consequences. I speak to lots of kids, and when they find out what I do, all of their concern and attention shifts to “Wow, how much money [...]

TV Segments

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Rob Wilson and Shawntae Spencer Discuss Athletes and Money

In part one of our interview at the NBC Pittsburgh studio with my client, former Pitt Panthers, San Francisco 49ers and Oakland Raiders cornerback Shawntae Spencer, we discuss professional athletes and the challenges they have with their money. Here are some of his thoughts: Going pro isn’t the end all be all While it’s true [...]

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Will President Obama Tax Your Education Savings? | CNN Newsroom

  Many of you were quite taken aback when you heard about President Obama’s plan to tax the gain in 529 education savings account, and understandably so. If you’re like a number of my clients, you’ve been saving for your children’s education with the understanding that your withdrawals would be tax free as long as [...]