I once had a client who asked me, point-blank: “Do I have enough money that I can fly business class the rest of my life?” So, we had a few discussions and I drew up her financial plan. The answer was “yes.” Talk about a happy customer! And that’s the important point about financial planning… Continue reading →

It’s that time again. The weather is starting to cool, and the long hazy days of summer are winding down as kids (and adults alike) retreat to the classroom. While the back to school focus is typically on children, have you thought about giving yourself some homework? I don’t mean homework for a grade, of… Continue reading →

Being a good financial advisor is a lot like being a good personal physician. You have to listen to what the patient means, whether they are saying it out loud or not. Every primary practice doctor has this experience. The patient comes in, gets weighed, blood pressure taken, and the doctor does his or her… Continue reading →

Throughout my professional life I’ve always been a connector, the person who helps people move from feeling uncomfortable and alone to a more stable footing. It started with military families early in my career and continued later, when I directed children’s ministries at the national level. Today, through my work in the financial services field,… Continue reading →

Every year, companies come out with their “ultimate gift guide” for the husband / wife / daughter / tech geek, etc. Seemingly missing from this never-ending list of must-haves is one that caters specifically to the motivated retirement investor. Sure, finances and investing may not be go-to topics for holiday dinner fare, but they’re important… Continue reading →

In her recent Wall Street Journal column, Chana R. Schoenberger details the many pitfalls that families with college-bound children face, and the simple steps you can take to prevent and/or remedy these mistakes. Read the article, in full, below. As the school year ends, summer vacation offers parents and students alike the opportunity to focus on what… Continue reading →

Whether you’re just starting out in your first job, rejoining the work force or at the peak of your career, planning for your financial future should be a priority. It’s never too soon – or too late – to put money away for retirement. This is especially true for women. We live longer, and we… Continue reading →