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Financial planning

Are You Prepared to be a Caregiver?

No parent plans on being a special needs caregiver to their child and no child plans on providing elder care to their parents. Yet in an age when autism and developmental disabilities are on the rise, and baby boomer parents are expected to live...

Stop Living Paycheck to Paycheck

We don’t have to tell you this if you’ve ever been (or are) in this situation, but living from one paycheck to the next makes peace of mind an elusive goal. Thirty-eight million American households live this way, spending all of each paycheck,...

Get the Most From Your Financial Advisor

“You probably think I’m stupid,” one of my clients said to me.  I paused before I answered. She was in the middle of a divorce and had learned that she was on the hook for more debt than she realized. This client was also unclear on her...

4 Surprising Ways to Help You Build Wealth

You likely already know the standard advice about building wealth: Live below your means. Max out your retirement accounts. Pay off your debt. But in addition to those tried-and-true methods, there are other, less well-known ways that can help...

Are You Doing This With Your Money?

Most of us know we could make improvements to our finances. But we’re either not sure where to start, or we’re worried about the time and effort that might be required to make the changes. So we tell ourselves we’ll take a closer look at our...

3 Ways to Beat the Odds and Save More Money

We’re supposedly in a new era of financial sobriety. Yet the evidence suggests otherwise. Amid the rubble of the 2008 financial crisis, there was talk of a return to thrift. For a brief period, it looked like it might happen. According to the...

5 Celebrity Money Mistakes We Can All Learn From

As Chris Rock once said, “Rich is some (bleep) you could lose with a crazy summer and a drug habit.” Just because one may be good at making money doesn’t mean he or she necessarily has the savvy to save, invest and grow that money. The financial...

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