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How to Take Care of Yourself Financially
How bored can you get waiting for your flight at an airport? Bored enough to think it’s a good idea to let someone stick a needle in your arm. No, I didn’t get a tattoo, just a flu shot. The...
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“How Should I Save?”
In our debt-filled society, I occasionally get the refreshing question from younger clients or friends, “My wife/husband and I are fairly cash flow positive and want to put money aside for our...
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Techniques to Help Couples Talk about Money; Avoid Divorce
It has been said in several studies that money issues is one the main causes of divorce. One other most commonly stated causes of divorce is poor communication. Combine these two issues, and you have a...
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Employment Is Not Permanent So An Emergency Fund Is Not Optional
So a government shutdown was averted. I was amazed at the questions surrounding the implications of a shutdown. Was the last shutdown in 1995 wiped from our national memory? Maybe it is the ever...
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Financial Priorities for New Graduates
You’ve done it graduate – passed all your classes, despite all your partying, and got a sheepskin for your wall! Now it is time to get a job and start contributing to society (maybe after a quick trip...
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Emergency, Emergency!
No, we’re not talking about the state of the global economic environment, although that might be appropriate, too. Instead, I want to take a look at a key financial planning concept. In my experience,...
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To Our Military Members: Protect Your Financial Future
My first real job was the U.S. Navy. I was 17 years-old and was leaving home and going to be “on my own” for the first time. The Navy taught me many things, some of which have shaped the person I have...
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Mirror, Mirror…
Occupy Wall Street is creating a great deal of buzz around the globe, and it is a remarkably fascinating movement to witness. No matter what side of the proverbial fence you reside on, this movement is...
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20 Financial Planning Questions That You Need an Answer To!
Answering financial planning questions is something that I am passionate about and absolutely love to do. Although when I think about what’s important in my business, it is not so much answering those...
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No Substitute
If advertising trends are any indication, more and more of us are experiencing increased levels of what I’ll call “yield fatigue”. New advertisements and articles appear everyday about where to go to...
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