Our Blog
Teach Your Kids Math
It is no secret that there is a lot of math in personal finance. Raising kids to be confident in their math skills can...
Is Money Actually The Root Of All Evil?
We’ve all heard, at one time or another, and probably many times, that “money is the root of all evil”. Irrespective of whether you...
How Should I Invest My 401(k) Account?
In my previous blog titled, Surprise Yourself by Increasing Your Contributions, I discussed some of the things you can control when it comes to...
Things That Matter & Things You Can Control
One of the things I love about my job is the opportunity I get to live vicariously through so many successful people. I have...
Conceptualize Your Retirement
Only a nerd like me would try to compare last week’s New Horizons space probe’s flyby of Pluto with saving for retirement and long-term...
Long Term Care & Long Term Care Insurance
Long term care is a topic that seems to pop up in conversations I have with many people. It is also a subject that...
Financial Habits and Net Worth
You already know that our financial habits determine our financial fate. If we avoid credit card debt, spend less than we earn, and create...
Taming the Bear Market
The following thoughts were inspired by Nick Murray in his book, “Behavioral Investment Counseling”. These thoughts ring so true to me. The hard part,...
Plan the Path to Your Retirement
Head of the household or heart of a household, women need to pay attention to personal finances. It is more challenging for women to...
Financial Behavior Education For Children
Several times a year, a client or friend asks me how to teach good financial behavior to children. Sadly, there are not enough resources...
Update Your Beneficiaries
I heard a story a few years ago at an insurance conference about a man who decided he wanted a divorce from his wife. ...
Ecclesiastes
Our second peek at ancient texts that discuss economic life is from the book of Ecclesiastes. Ecclesiastes is believed to have been written by King...
