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Remembering Our Fathers

I lost my dad seventeen years ago (that’s him, at left in the photo, with my uncle in the 1930s). Take time out today to treasure every moment of life, family and friends.

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Making A Difficult Process Easier

Some of your family, friends or neighbors may be going through a divorce. Heck, you may be divorced yourself. Many people are. About half of all marriages in the U.S. end in divorce. Going through a separation or divorce can be very difficult. It’s not unusual to feel sad, angry, frustrated, stressed or confused. Most people need […]

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Smart Gifts, Bright Start For New Grads

A devoted grandfather recently wrote to journalist Kim Lankford of Kiplinger Personal Finance magazine asking for advice on choosing the perfect, and generous, gift for his granddaughter as she graduates from college. His goal?  To help her build a solid base for her financial future. Kim brought us into the conversation, so we suggested helping the granddaughter fund […]

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What’s Wrong With Washington? Gridlock, Partisanship & Fake News

Historian, book author and professor Dr. Robert Watson of Boca’s Lynn University stole the show at the 37th annual conference of the South Florida Financial Planning Association (FPA). His dynamic presentation on dueling, name-calling and all-round bad behavior in Washington made him the undisputed ROCKSTAR of the event, helping to give the 100+ financial planners in attendance […]

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5 Tips To Deal With A Coming Correction

The stock market has enjoyed a pretty steady climb upwards since the November election. Could that calm soon be coming to an end? If so, it’s a good time to brush up on market corrections and how you can take volatile and hostile markets in stride. 1).  Just what is a correction?  A correction is […]

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Smart Start To The New Year: 6 Questions To See If You’re Financially Fit

Six questions. That’s all it takes to see if you’re financially fit. “There is a short financial checkup that effectively predicts the key components of financial health,” says Annamaria Lusardi, one of the world’s foremost experts in financial literacy, and Director of The Global Financial Literacy Excellence Center at George Washington University. You can take the […]

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5 Ways Money Can Help Buy Happiness

Maybe money can’t guarantee happiness, but academic research does seem to show that having “enough” of the green stuff can give people a feeling of well-being. And more importantly, knowing how to spend money the right way can boost your happiness quotient. Here’s 5 tried-and-true ways to spread more happiness around: Do unto others. Giving away money […]

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Parents, Don’t Even THINK Of Paying For College Until You’ve Done This First!

Know how they tell you in the airplane that, if there’s an emergency, you should put on your own oxygen mask first before helping others? The same principle applies to personal finance. There’s a definite hierarchy you should follow when you strategize on how to reach your – and your family’s – financial goals. As much as we […]

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Sharing Is Golden When You Want Good Financial Advice

It must sound pretty obvious. The more your financial advisor knows about your financial situation, income, spending, and goals, the better they can tailor their advice to your individual needs. It’s like the difference between an off-the-rack item of clothing and one made to fit your exact measurements. For example, a client just asked us if she should pay […]

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The Founding Fathers Would Agree: 7 Secrets To Achieving Financial Independence Today

It’s July 4th, the day we celebrate our country’s independence. But what about our own independence? Not surprising, for many people, money is all about independence. Money can give us the freedom to live our own life, make our own choices, and determine our own future. So in the spirit of Samuel Adams, Thomas Payne, and […]

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