Financial Planning is for the Now and the Future.
May 5, 2016

Financial Planning is for the Now and the Future.

After reading the article, “The value of planning for now” by Carolyn McClanahan, I was not sure if this was new. Financial planning needs to be done for everyone at all stages of

More info
Millennials’ Student Debt is negatively impacting the Baby Boomers.
May 3, 2016

Millennials’ Student Debt is negatively impacting the Baby Boomers.

Student debt has multi-generational impact on financial wellness: by Sheryl Smolkin at Retirement Benefit Adviser. Today the new conundrum facing many parents is: Do they save for

More info
News flash: It appears Prince didn’t have a Will:
April 27, 2016

News flash: It appears Prince didn’t have a Will:

Prince died without a Will, According to Court Documents Filed by His Sister. What does Prince have to do with financial planning?  Well everything. For an artist who was reported to  have

More info
Penny wise, pound foolish
April 26, 2016

Penny wise, pound foolish

As a CFP®, I work with clients everyday guiding them through the process of finding the balance between spending and saving.   The British saying, “Penny wise, Pound foolish”, means,

More info
Don’t assume your family and friends are clairvoyant!
April 21, 2016

Don’t assume your family and friends are clairvoyant!

The Advanced Health Care Directive is a legal document which allows an individual to grant someone else the legal responsibility to make health care decision on your behalf if you are unable to

More info
Start at the very beginning
April 14, 2016

Start at the very beginning

Saving,  when you’re trying to pay off your credit cards and student loans or you’re just starting off can be overwhelming to get your head around, where to begin? let’s start

More info
Have you paid for your hamburger?
April 13, 2016

Have you paid for your hamburger?

When people ask me what I do and I tell them, I’m a CERTIFIED FINANCIAL PLANNER™, there usually is a pause. The next sentence is either a question or a what if scenario. Lately, the questions

More info
April 12, 2016

How is a Certified Financial Planner™ different from other advisor?

If your financial life seems to be spinning out of control, you’re not alone. Over the last 25 years or so, the responsibility to save for retirement has shifted from employer to the individual.

More info