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 approach. However, not so fast—the old model is still ingrained in our psyches and our lives: Sales people selling stocks, bonds, mutual funds, wrap accounts, insurance products and annuities.… Continue reading>

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 others, the dream of elaborate mansions and fancy cars stoke their imagination. In a world where many navigate a rocky financial landscape with little to no financial knowledge, the… Continue reading>

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 more inclined to be active—physically or mentally. Summer is the best season for New Year’s resolutions because you have the warmth and sun to promote that connectedness between thought… Continue reading>

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 answering questions for a long time—some questions come up more frequently than others. Following are some of the most frequently asked questions about personal finance. Perhaps these questions are… Continue reading>

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 to the dental hygienist. She looked at me sorrowfully—the admonishment arrived as expected. She then told me I am doing my gums and teeth no amount of good by… Continue reading>

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 probably looks quite attractive. Smiles abound and life is good—and you’ve likely stopped avoiding the mail-man’s delivery of your monthly investment statement. In fact, you open the envelop with… Continue reading>