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Financial Planning

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Do I Really Need a Financial Advisor?

While many people avoid working with a financial advisor because of the presumed cost, hiring a trustworthy, qualified advisor can actually be the best investment you make. Experts generally recommend seeking out an advisor prior to a major life...

Why You Should Care About the Debt Ceiling Debate

Prices and interest rates up, stocks down — how the debt ceiling debate could affect you.

Has Any Good Come from the Great Recession?

Yes, as it turns out. An ode to the economic downturn’s silver lining.

How Will the Government Shutdown Affect You?

For the first time in 17 years, the government began shutting down Tuesday after a Congress divided over President Barack Obama's health care initiative failed to reach an agreement to keep federal agencies and services funded. The last time the...

12 Ways to Trim Your Holiday Budget, Now

At the top of my list of most annoying things (up there with a box full of hangers and a stack of unfiled paperwork) sits this: stores that decorate for Christmas before Columbus has even had his day. The colored lights, faux foil icicles and...

6 Ways Your Emotions Can Sabotage Your Financial Success

We are often our own worst enemies, especially when it comes to money and what to do with it. As a financial advisor, I’ve found that the biggest obstacle to my clients’ financial success was not market performance, my pick of investments or a...

6 Ways the 2008 Crash is Still Affecting Us

On September 15, 2008, global financial services firm Lehman Brothers famously declared bankruptcy, leading to widespread panic in the financial industry. Suddenly, the U.S. economic decline, a result of the housing bubble burst in 2007, became a...

Create a Bust-Proof Budget

The beginning of fall is welcome to many who delight in pumpkin spice lattes, the return of good TV and a change of season. For others, it is the unwelcome end of summer. Not only does it mean back to school or work, colder weather and darker...

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