I am often asked, “Am I on track?” Every situation is different, but some objective measures can be used as a snapshot and tracked over time to measure progress
Year-end is my time for reflection and renewal. Business owners use it to set goals and develop a plan with benchmarks for the next year. I started applying
There is no gift that says “I love you” like a lower tax bill in April. Between all the holiday parties and batches of eggnog, there are some financial tasks to
I grew up in the days when Halloween was fun and safe. The only downside was that I had older brothers who made a point of trying to scare me—and they often
In my much younger days, I never planned to get married and certainly didn't plan to have children. The last thing I thought I would do was to stay home with
My brother was visiting from China, and we got into a discussion of the stock market and the impact of high-frequency trading, or HFT.
Oh, the things we
I remember picking my oldest son up from school, when out of the blue he asked, “Mom, what’s the difference between a Roth and an IRA?” Pretty astute for a High
I am in this great financial-planning book club. We read and discuss one book a year. The downside is that we have a video conference to discuss the book
Have you ever wondered why some people seem to be able to save money effortlessly?
I am not one of those people. I struggle to keep my spending impulses under
A recent Kiplinger article, “5 Big Problems to Solve Before You Retire,” lumped financial advisers into two camps.
“There are those who promise everything is
“Plans are of little importance, but planning is essential.”
—Winston Churchill, former British prime minister
Everyone needs a financial plan, but not
Couples fight about money. Money fights can put a strain on any relationship and are a frequent cause for divorce. Divorce is one life event that will almost
