September has always been my favorite month. It has the feeling of change, with the temperature starting to cool down, the crisp blue skies and the subtle change of the leaves. The month begins with the end of the summer to a more routine existence. It signifies a new beginning of sorts and I … [Read more...] about Change is in the Air
Today is Independence Day - the celebration of our country’s birthday! Our Declaration of Independence was a historical moment and one that is cherished and celebrated with picnics, barbeques, fireworks, hot dogs and apple pie! It is a great day to wear red, white and blue and to proudly wave the … [Read more...] about Happy Independence Day!
Everybody loves to celebrate a milestone, whether it is a big birthday, a wedding or a graduation. The emotions of the day are joyous and the ability to relish the wonderful moment is shared by many. This summer had a number of celebrations for our family. A new beginning for our oldest … [Read more...] about Celebrate Your Financial Achievements
What does it mean to do something “like a girl”? There is a new ad campaign that addresses this question. And in the past, the statement made it seem like doing something "like a girl" is a bad thing. Click here for the ad: Like A Girl As most of you already know, our household is filled with … [Read more...] about Invest…Like a Girl!
If you have children, planning for college is a topic that you should begin to discuss with your financial advisor during your first meeting. With the cost of a college education increasing every year, the number that needs to be saved is staggering. But just like retirement, planning for college … [Read more...] about Planning for College – The Sooner the Better!
Our central philosophy on investing is that the most important determinant of one's lifetime investment returns is one's own behavior. However, when most people hear that I am a retirement income planner or financial planner, they begin to discuss how the current markets are doing or ask my … [Read more...] about Using the Treadmill to Financial Success