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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 […]
May 1, 2017
Robo Advisors vs Financial Advisers: Which choice is for you?

Robo Advice: Better Than No Advice?

The proliferation of Robo-Advisors bringing low priced financial services out into the market has received significant buzz over the past few years. As is customary with […]
April 24, 2017
Taking a vacation from your money

Why Everyone Needs To Take A 30-Day Vacation From Money

Dealing with financial matters is stressful. There’s a lot to do, know, plan, and track—and there are endless decisions to be made without the benefit of […]
April 17, 2017
4 steps to financial self-assessment

Mirror, Mirror, On The Wall: 4 Steps To Financial Self-Assessment

If life were only as simple and fun as a BuzzFeed quiz, we’d be awarding ourselves with lavish titles of “hero”, “artist” or “divine spirit”. But […]
April 10, 2017
Financial life planning perspective

When It Comes To Your Financial Success: What Is The Meaning Of “More” vs. “Less”?

Less is more. More is less. Financial success is all about balance, perspective, knowledge, values, and how you define what is most important to your happiness. […]
April 3, 2017
Tax Time

How Getting A Sizeable Tax Refund Can Lead To More Dollars Into Your Future Paychecks

If you are like most people, getting a sizeable tax refund is a celebration. That unexpected windfall might lead you to dreams of vacations or purchases […]
March 27, 2017
Family discussions about money

Avoid Retirement Disaster By Taking These Important Steps

“We looked at our account balances, and based on our back-of-the envelope thinking, it looks like we’re fine.” Amy said with not a small amount of […]
March 20, 2017
Finding the balance between needs vs. wants

Finding The Balance Between “Needs” vs. “Wants”

The question of what you “want” vs. what you “need” can be a tricky discussion filled with hidden dreams and pent up anger. Your feelings over […]
March 13, 2017
How to trim the fat from your budget

6 Money Hacks To Trim The Fat From Your Budget

Winter. The season when hibernating becomes routine, exercise lessens and somehow, extra weight tips the scales in the wrong direction. The same is true when it […]

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