I am in this great financial-planning book club. We read and discuss one book a year. The downside is that we have a video conference to discuss the book
Have you ever wondered why some people seem to be able to save money effortlessly?
I am not one of those people. I struggle to keep my spending impulses under
When looking for any professional advisor, it is important to be able to match their characteristics, temperament, client profile and experience level to your
A recent Kiplinger article, “5 Big Problems to Solve Before You Retire,” lumped financial advisers into two camps.
“There are those who promise everything is
“Plans are of little importance, but planning is essential.”
—Winston Churchill, former British prime minister
Everyone needs a financial plan, but not
Couples fight about money. Money fights can put a strain on any relationship and are a frequent cause for divorce. Divorce is one life event that will almost
People often dream of getting a big financial windfall. The most common sources of sudden money are lawsuit judgments, divorces, business sales, inheritances
We all deal with death differently, including coping with a parent's death. Adult children might have some unique considerations, especially with the last
It’s the start of a new year, which means it’s time to make—and hopefully begin to implement—New Year’s resolutions. Eating healthier, getting more exercise and
December is generally the peak time for charitable giving. When I work with clients on spending forecasts, I’m often asked, “How much should I be giving to
I wasn’t going to do it. I wasn’t going to write about overspending during the holidays, but I can’t help myself. I got sucked into the Black Friday/Cyber
Thanksgiving is now one of my favorite holidays. Besides the food, friends and family gatherings, it gives me time to reflect on how blessed I am.
We so often
