A New Resource for your Financial Planning Education
This month I was honored to be asked to be part of the inaugural CNBC Digital Financial Advisor Council. The council was conceived by Jim Pavia, formerly editor of InvestmentNews and now digital editor...
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Interesting Financial Blogs – Really!
When I get an extra hour in a day, I like to go on-line and read my favorite financial blogs. Not only do they keep me up-to-date on business news, but I always learn something that I can use in my...
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Short List for your Finances 2014
There are many actions you can take to improve your finances, and that’s sometimes the problem. I have compiled a short list of ideas that can make a real difference in your financial health. Copy and...
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Real-life Financial Stories: Student Loan Debt
I’d like to introduce Erin Fleming McCloskey. Erin is just starting her career as a financial planner. She passed the CFP examination on the first try which is something to be proud of as the pass...
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Buying Your Own Home? Read This First
It seems nothing can stop Americans from wanting to buy their own homes. It’s almost as if the credit crisis didn’t happen, even though not too long ago we were bombarded daily with stories about...
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What is Your Financial Trigger?
There are a few times a year when the volume of calls to my office from people seeking financial advice goes way up. One of them is in January when New Year’s resolutions are top of mind and another...
View ArticleThe Solo-K: Smart Retirement Planning for the Self-Employed
In 2001, the government gave self-employed workers a gift: a 401(k) plan that allows for greater amounts of tax-deferred income with less hassle to set up than any other retirement plan. The new plan,...
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Emotionally Charged Money: Inheritance
You may be one of the many Baby Boomers or Gen-Xers who have received an inheritance or will in the not too distant future. It has been documented that the wealth transfer from the “Greatest...
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Buying A New Home? Some Common Misconceptions About Financing It
Due to a combination of low interest rates and improving household balance sheets, the housing market is heating up. For example, in the San Francisco Bay Area, it isn’t uncommon for final sale...
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The Truth About Diversification
Most investment advisors (including me) believe that building and maintaining a diversified portfolio is the most prudent way to invest clients’ money. Not only do numerous studies of asset class...
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