Teach Your Kids to Be Savvy Back-to-School Shoppers

August 1, 2015

One of the best teachable moments to teach your kids good financial skills is through the back-to-school shopping process. Before your inbox gets cluttered with advertisements or your kids start seeing ads on TV or the internet, come up with a plan to involve them in the process and make smarter shoppers of them.

Read more

Wise College Shoppers Finish Less Poor

June 1, 2015

Although my kids are still young, I am starting to learn more about the college selection process to help some of my financial planning clients with older kids. It is a highly complicated and seemingly mysterious process, but doesn’t need to be frustrating.

Read more

Invest Wisely & Ignore the Noise

May 1, 2015

We are surrounded by a cacophony of media and purported “experts” trying to tell us how to make money in the investment markets. It’s human nature to think we can outsmart those around us. The problem is – research shows that following this type of advice is actually detrimental to your long-term investment success.

Read more

Pay Yourself First

April 1, 2015

Most people know they should be saving for retirement. It never ceases to amaze me how little time and effort people put into thinking about something that has such a large impact on their quality of life.

Read more

Why Save for a Rainy Day?

March 1, 2015

Whether or not the ground hog saw his shadow on February 2nd, it makes good financial sense
to plan for a rainy day. Life has a way of throwing curve balls into the best laid plans, be it job
loss or unexpected expenses. 

Read more

New Year’s Resolutions

January 1, 2015

Judging by the number of inquiries I’ve been getting recently, getting one’s financial house in order is a popular New Year’s Resolution (or an incomplete one from last year!). If you are also interested in doing some financial house cleaning, spreading it out over the course of the year can make it more manageable.

Read more

Is Your Cyber Hygiene Up to Snuff?

December 1, 2014

With the recent spate of high‐profile hacking incidents into corporate networks (e.g., Home Depot, JPMorgan), now is a good time to review ways you can protect yourself online and make sure your cyber hygiene is adequate given the ever‐more sophisticated tactics of hackers and fraudsters.  

Read more

Raising Generous Children

November 1, 2014

One of my favorite topics is teaching kids about money. Related to that topic, and particularly relevant with the holidays approaching, is how to teach kids to be generous to others and their community.

Read more

Financial Planning Tip #2: Articulate Your Goals

October 1, 2014

“If you don’t know where you are going, any road will get you there” – Lewis Carroll

In order to lead a fulfilling life, it is important to step back and think about what gives meaning to your life and what are your most important goals. It is too easy to get absorbed in doing what you think you should do instead of focusing on what is really important to you.

Read more