Financial Planning
Toward financial success and peace of mind
Most people go through life thinking little about their personal finances. They close their eyes, move ahead and hope for the best. Whether they succeed depends largely on luck. Read »
Client welfare is 'fiduciary' campaign focus
Whether they know it or not, consumers have a choice when seeking financial advice Read »
How to get a CLUE
By now, most people who are smart about personal money management are checking their free credit reports three times a year. Read »
Should this client be fired?
Sometimes, in spite of our heartiest efforts to show clients the enlightened path, we fail. Read »
13 Financial boo-boos and how to avoid them
Life is just as much avoiding mistakes as it is making sound decisions, and it's no different where personal finance is concerned. We have choices to make (sometimes a dizzying number!), and we must do our best to make the right ones. Read »
Toward financial peace of mind
Most people go through life thinking little about their personal finances. Read »
What is a "Financial Advisor"?
Many people call themselves "financial advisors," but there can be significant differences among them. Read »
Paying yourself first can work like magic
How "paying themselves first" has resulted in the attainment of financial goals, personal fulfillment and accumulation of wealth. Read »
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