financial planning

Back to school shopping: It’s OK to say “No” to your kids

July 5, 2022

I’m not trying to scare you, but if you really want to know how much your children are costing you each year, you can go to […]

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Principles to ensure a fantastic financial finish

November 15, 2021

Most people want to get to the end of their lives and be able to live comfortably, take care of themselves and leave something for […]

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11 Timeless lessons to teach your kids about money

January 11, 2021

Now that I have children of my own, I reflect more frequently on the importance of money and the lessons I’ve learned the hard way. […]

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Your true wealth and value comes from within

September 27, 2016

There were millions upon millions of glittering lights shattering the night, tall neon-lit buildings reaching up to the sky, black limousines, bright red Ferraris and […]

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Generational or personal? – Attitudes about how you spend money

January 30, 2015

The wise use of money is the only advantage to having it.   ~Ben Franklin In an earlier time, under the influence of the traditional Christian […]

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3 Tips for attending college on the cheap

August 29, 2014

The title of my local newspaper’s editorial is ominous: “Student loan debt casts long shadow.” It presents the latest report released by the Campaign for […]

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American Banking in the Twenty-First Century

March 14, 2014

Over the past decade or so, banking officials made a fascinating discovery. They found their customers to be an untapped source of bounty, with depositors […]

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5 Easy ways to take control of your personal finances

January 29, 2014

When I started my financial planning career seven years ago, I quickly learned that the people who were financially successful were the ones who dedicated […]

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