There is more to reaching your financial goals than the money you are saving.
Article
A Call for Truly Transparent 401(k) Fees
Recently, it’s become clear to me that the request for transparent expense information in retirement plans has fallen on deaf ears.
Is it Time to Get a Financial Check-Up?
As life events occur, we handle them accordingly and go back to our lives. Often, we do the same with our finances.
Debt Primer
The secret is to be aware of how borrowing fits in to your entire financial situation – be sure to use it as a tool, instead of a crutch.
Need Help? Choose a CFP Professional
I participate in ongoing professional education, and, I follow a strict code of professional ethics and standards of practice.
Give Yourself a Financial Check-Up
As life events occur, we handle them accordingly and go back to our lives. Often, we do the same with our finances.
Wills and Trusts Primer
First, let’s go over what exactly a will is, what happens with it after you die, and why, yes, you do need one.
Life Insurance Primer
The necessity for life insurance varies from family to family, but there are some general truths to guide your decision.
Back to School: Kids, Debit and Credit Cards
The end of summer means lots of changes going on and lots of opportunities to talk to the kids about money, spending and saving.
Have “The Talk” with Your Parents?
Once you have organized your own Life Plan, it may be clearer to you than ever that your parents need to do the same.
Feeling the End of Year Rush for Charitable Contributions?
The last month of the year is when charitable organizations ramp-up their requests for donations.
Identity Theft is Real, and It’s a Pain (Part II)
If your identity is stolen, you have a lot of work to do.
You can minimize this by catching it as early as possible.