Your Moment Of Financial Truth

Some damned smart minds have cracked the human genome. New science and technology discoveries are made daily. So with all our native intelligence it should be easy to make wise and appropriate money decisions, right? Not necessarily. Even the brilliant—the scientists, engineers, doctors, software designers with great levels of expertise and knowledge in their field—don’t… Continue reading>

New Graduates: Ramping Up For Financial Independence

Diploma in hand, you walk, skip, stroll, hop, run or lumber into "real" adulthood. What's next? Maybe you’ve got a job waiting for you or perhaps an internship opportunity; or you might, like many, be left with the daunting task of finding a way to fully support yourself—to finally secure your independence. Being independent means… Continue reading>

Deciphering Your Money Mindset

You arrive at adulthood—somehow—after spending years in and out of school, learning from books, teachers, friends, the media and our parents. As a child, you absorbed lessons through experiences, often at the periphery of what you witnessed or overheard. The problem is, none of us could decipher whether those lessons would be helpful, supportive or… Continue reading>

The Game Is Rigged? Of Course It Is!

Since Michael Lewis’ book “Flash Boys” hit the street, the buzz has been loud and raucous. It started with the “60 Minutes” interview featuring Lewis and Brian Katsuyama, who helped parse out the high frequency trading issue.  “Trust is a differentiator?” Brian Katsuyama said incredulously during the interview. The fact that a significant portion of… Continue reading>

John and Ann: Deciding What Matters Most

Leading up to retirement, John and Ann wanted nothing more than to move away from the hectic NY lifestyle and live in their rural escape in New Hampshire. We reviewed their budgets and held many conversations regarding the cost of living, their expectations for income and the amount of their resources at retirement.  Six years… Continue reading>