This can be an emotional time for the bereaved, with many new and unexpected tasks.
Thought Leadership
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.
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.
8 (easy but powerful) Things To Do Before Year-End
There are several items that have a year-end deadline that you’ll want to make sure you take care of before December 31.
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.
Identity Theft is Real, and It’s a Pain (Part I)
So, the unthinkable happened—my husband had his identity stolen.
Whom to Trust With Your Finances
Anyone can call themselves a financial adviser, so you need to know how to choose the right person to meet your needs.
Personal Finance Must Be Taught in School(s)
Do you take every opportunity to teach your child an important life lesson when things don’t go their way?
True New Home Cost
There is more cost involved in purchasing a new house than the down-payment.
Is Your Teen Ready for a Credit Card?
Just like learning to save, teaching your child to use a credit card will be like teaching them to drive.
Divorce Financial Checklist
Use this list to direct you to the documents you’ll pull together to share with your lawyer or mediator and financial advisor.
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