financial planning

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

August 11, 2016

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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11 Timeless lessons to teach your kids about money

March 4, 2015

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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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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Financial planning: Lessons from other Moms

October 17, 2013

Disclosure:  This article was written pursuant to our engagement by brightpeak financial. All views expressed are entirely my own, and were not influenced or directed by brightpeak […]

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