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September 18, 2017
Waiting for disaster to strike is not the time to start planning

Good Planning Means Expect The Unexpected

The devastation to life and property is tragic in every sense. It is an eye-opening reminder that we are subject to the whims of nature in […]
September 11, 2017
When it comes to money, should you follow the crowd?

When it Comes to Your Money, Following the Crowd Can Be Dangerous

“But all the kids are doing it!” I’d argue as a child when I wanted to do something. Predictably, the parental response was, “If all the […]
September 5, 2017
The true heart of money

The True Heart of Money

Money might be the target of your desire. The reason you work, get out of bed in the morning, maybe even the driving force behind the […]
August 28, 2017
What coffee, life, and money happiness have in common

What Coffee, Life and Money Happiness Have In Common

My friend—let’s call him Jim—is a complete and utter coffee geek. He buys green beans, roasts them to his liking, grinds them to the perfect consistency […]
August 21, 2017
Selecting a financial advisor

Does Your Financial Advisor Tell You Things You Don’t Want To Hear?

I am not referring to the “financial advisor” who advises you to double down on a stock or buy an annuity or insurance product while requesting […]
August 14, 2017
Buying your first home - 6 things to know

7 Steps to Take Before Buying Your First Home

How to get your finances in order — and to make sure now is the right time for you to buy. Buying a home to call […]
August 7, 2017
DIY Portfolio mistakes

6 Common DIY Portfolio Mistakes

DIYing has grown in popularity over the years. And, why not? There’s a high level of satisfaction to building, fixing, and installing projects on your own […]
July 31, 2017
Getting married and combining finances

Thinking Of Getting Married: Are Your Money Mindsets Compatible?

Getting married is easy! It’s as simple as signing a piece of paper and saying a few words. Staying married—that’s where it becomes tricky, especially with […]
July 24, 2017
5 common mistakes to avoid when saving for college

5 Common Mistakes People Make When Saving For College

Here’s how to avoid making them. For many, providing an education for your children is a core value. As parents, we want to launch our children […]
July 17, 2017
Communicating about money

How To Hold A Stress-Free Money Conversation

We all grow up with beliefs about money. These beliefs are ingrained in us whether we like it or not; whether they support or constrain us. […]
July 10, 2017
The vibrancy of money and reaching your personal finance goals

The Vibrancy of Money

Money is inert. Actually, money is less than inert. Other than the physical form of coins and paper, money is completely intangible; though money is vibrant. […]
July 5, 2017
Making the right decisions about your personal finances

The Best Kept Secret In The Financial Services World

It’s no secret that the financial industry is at a crossroads. Traditional business methods and tactics are slowly being pushed out by a new, consumer friendly […]
June 26, 2017
When your bills exceed your income

What To Do When Your Bills Exceed Your Income

You lose a job. You have an unexpected large expense. Your lifestyle creeps up without notice. Suddenly, you’re in the hole. Your monthly costs exceed your […]
June 20, 2017
7 step to money success

7 steps to money success

We all desire a self-defined level of financial comfort. For some, this might mean having the ability to pay the bills and have no debt. For […]
June 12, 2017
Summer is here - time to make resolutions

Summer Is Here! Time To Make Your New Year’s Resolution

Why wait until the cold bleak months of December to make a New Year’s resolution? When summer hits, our moods brighten, our excitement heightens, and we’re […]
June 5, 2017
Personal Finance 101

Money FAQ’s: Personal Finance 101

Unless personal finance is a subject on which you devote significant time reading and learning, you likely have questions. As a Certified Financial Planner, I’ve been […]
May 29, 2017
Active vs. Passive Financial Planning

When It Comes to Financial Planning, Should You Be Active or Passive?

I sensed an admonishment looming. “While I know I should leave my electric toothbrush in one place, I routinely move it around my mouth,” I admitted […]
May 22, 2017
Five Money Moves To Make Before Summer

5 Smart Money Moves To Make Before Summer

When thoughts of vacation and beach come floating across your mind, chances are thinking about your financial life is at the bottom of your priority list. […]
May 15, 2017
Stock market ups and downs

How To Effectively Deal With The Stock Market’s Ups and Downs

Do you anxiously check the stock market’s rising and falling multiple times a day? You are not alone in your woeful obsession, however it might be […]
May 8, 2017
Stock Market

24 Stock Market Reality Checks You Need To Know Now

The U.S. stock market has seen a pretty good run up over the last several months. The jobs reports have been favorable and your 401(k) statement […]

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