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I come across investment bloopers all the time in my line of work – I’m a Fee-Only (no products sold) Certified Financial ...
How do you decide if it makes sense to leave a job and become a stay-at-home parent? As a financial planner, I approach this top...
One question people often ask me is “What is a financial plan?” Here’s a simple analogy to answer that que...
Who gives you financial advice? Why does it matter how he or she is paid? Because it’s probably the most important thing determi...
The tax guessing game continues because some proposed 2013 tax changes may – or may not --go into effect . Congress may keep us ...
Are women very different when it comes to financial planning? The unequivocal answer is “Yes!” Why? Women tend to liv...
Happy New Year! Do your New Year’s Resolutions include “losing weight” and “getting more exercise”? Do t...
The hard-earned dollars you defer each month into your 401(k) are about to get the money equivalent of a face lift in ...
How much money can you safely withdraw from your investments, once you retire? This is a subject of wide debate in the financial plann...
Do you – or someone you know – move in and out of investment holdings in order to “boost your return”? If you ...
What are some of your earliest memories about money? Did your parents agree about money when you were growing up? Do you and your spou...