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Starting an Emergency Fund, and How Your Roth IRA Can Do Double-Duty

We recently worked with reporter Craig Guillot, a business and personal finance writer from New Orleans, on an article for Mint.com about starting an emergency fund.  You can check out the full article here.  In working with Craig on the article, we made the point about how a Roth IRA account can sometimes do “double […]

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“Let’s Make A Plan”

Your finances can’t manage themselves, but that doesn’t mean they won’t try. Bring all your finances together with the help of the one person who can — a CERTIFIED FINANCIAL PLANNER™ professional.  That’s the theme of the CFP Board’s first large-scale Public Awareness Campaign, with television advertisements running on national television cable networks including CNN, ESPN, Fox […]

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Time to develop a financial plan

Time to Make a Plan?

American professional baseball player Yogi Berra summed it up the best. If you don’t know where you are going, you might wind up someplace else. That’s certainly true when it comes to financial and retirement planning, and underlines the value of charting a clear course and seeking professional advice.  Research shows that people working with […]

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charting your financial future with Mari Adam, CFP

Charting your financial future

Welcome to our personal finance blog, which will focus on the financial planning and investment issues that affect you in your personal and professional life. Each day, we all face an unprecedented number of critical financial choices that often seem to require specialized knowledge and complex analysis. Many people are simply overwhelmed by the number […]

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giving thanks

Quote of the Week: Giving Thanks

“Be thankful for what you have; you’ll end up having more.  If you concentrate on what you don’t have, you will never, ever have enough.” Oprah Winfrey  

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