I went to the Financial Planning Association’s annual Symposium in September. This is a great opportunity for financial planners to get new information and catch up with old friends. As usual, it was a great event and I learned lots…
Now, this is the kind of news I like to see. Charitable giving from all sources was $358 billion in 2014, the highest amount since its 2007 peak. Fifty four percent of the year over year growth from 2013 was…
Did you know that financial planners have seasons? It’s true! Summer is very slow in my business because people are in a vacation mind-set. That school calendar is forever embedded in our brains. When fall rolls around, folks are ready…
That’s right, I said YOUR plan, because I already know my kids aren’t getting any athletic or academic scholarships. At a Financial Planning Association meeting I picked up this flyer from the nice folks at College Invest. In the flyer…
If you are going through or contemplating a divorce, first of all, I’m sorry. That is a terrible time for all involved. Other than custody of minor children, the biggest sticking point is how to divide assets. There are financial…
I don’t like to feed into the media hysteria when it comes to stock market drops. As I say repeatedly to clients, friends, in this blog, and to my cat, stock market recessions are a normal part of the economy.…
Have you ever seen someone struggling with their finances and wanted to help?
Do you feel as a parent or partner your financial advice is ignored because it just sounds like another lecture?
Are you looking for a unique gift that is practical and can have long-lasting benefits?
Look no further.
Providing an hour with a Certified Financial Planner ™ is a meaningful gift that can benefit many people in your life!
