Financial Planning

May 1, 2018

Financial Planning 101

After I had been a Certified Financial Planner™ professional for about ten years, my mom asked me, […]
September 15, 2015

Value Beats Growth

All that glitters isn’t gold … it’s true. Of late, it seems investors may have […]
April 28, 2015

Good Debt and Bad Debt

I wish I had borrowed a million bucks back in March of 2009 as the […]
December 28, 2014

‘Tis the Season

During the holidays, many people’s thoughts turn to gifts. Folks find they are either spending […]
May 28, 2005

You Can’t have your Money and Spend it Too

Am I leasing a lifestyle?” This is a question we all need to ask ourselves […]