Financial literacy is something I have been passionate about for a couple of decades. It encompasses knowledge about managing and investing money to achieve
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"Grief is the price we pay for love."
- Loss is an intense emotional experience. It reveals in new ways what we once had. Appreciation for “what was”
Quick: name the world’s greatest market timer in all history.
This is an exercise that financial advisor Harold Evensky would introduce to investors who want
Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud.
There have been more than
Taking IRA distributions is often confusing, more so if you are inheriting an IRA. Part of the reason I eventually became a financial planner is due to my own
Quote: “The single biggest problem in communication is the illusion that it has taken place.”
- Communication extends far beyond the words we say. It requires
A week is a long time if you’re a quick-twitch trader or market pundit. Early last week, the Smart Money (which is never as smart as it thinks it is) was
In a perfect world, every money decision we make would be totally rational. We’d consider all of the facts. Then, we’d balance them with the risks to make the
The baby boom generation is approaching its “peak burden” years on the U.S. economy.
This year, the largest and final group of baby boomers born from 1959 to
Quote: "Don’t tell me where your priorities are. Show me where you spend your money, and I’ll tell you what they are."
- When you ask people about their
What was the last money mistake you made?
If you’re like most folks, you’ve made at least one upsetting money mistake in the past year — and you’d like to
As part of the summer office cleanup, I came across an old book (1997) titled, “Women’s Guide to Financial Self-Defense,” by June Mays. This book came out of
