Do NOT Hire a Financial Advisor To Beat The Market
"Fee-Only Advisor" is Just a Marketing Term
A CFP's Honest Opinion: Most people simply aren't willing to commit to their financial future
A CFP® Shares 2 Case Studies of Client Priorities Gone WRONG
10 Questions to Determine your Financial Health
Real Financial Planning Is About More Than Investments
The world of financial advice is changing. I’d argue that it’s actually going through a revolution of sorts, and mid-career individuals and families like yours will be better served as a result.
Make Your Charitable Donations Count
Financial Planning: Are you Driven by Short Term Cost or Long Term Value?
There's a difference between HOPING that you will become financially independent and doing what it takes to get there. In my experience in working with my personal CPA and estate attorney, I've come to realize that cost is only a factor in the absence of value. In those relationships, where I'm the client, if I feel I'm getting the value that I want, I am HAPPY to pay these professionals their keep. They are doing work I can't do, don't want to do, and are going above and beyond to take care of me? Yup, I'm a happy camper.
How To Build Charitable Giving Into Your Financial Plan And Maximize Your Impact
The end of the year sparks something in a lot of us to start giving to charitable causes. For many people, the holiday season brings out the desire to give our money or our time to those less fortunate. But what if we were more purposeful with our giving strategy?
