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Changing Unhealthy Behaviors

Most Americans know the fundamentals of good health: exercise, proper diet, sufficient sleep, regular check-ups and no smoking or excessive alcohol. Yet, despite this knowledge, changing existing behaviors can be difficult. Look no further than the New Year Resolution, 80% of which fail by...

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A Decision Not Made Is Still A Decision

Whether through inertia or trepidation, investors who put off important investment decisions might consider the admonition offered by motivational speaker...

Meeting with an Advisor

When we go to the doctor, we are all used to hearing those basic questions that they start their check-ups...

5 Basic Tips for Creating a Solid Retirement Plan

You know what the picture is supposed to look like: You spend your whole life on the job, working toward…

Realistic Retirement: Leveraging expectations with reality

Our culture builds a certain degree of optimism around the concept of retirement—people always “can’t wait until they can retire”…

Teaching Your Kids about Money, Part 2

In part 1 of this blog series, I outlined 13 best practices for teaching kids about money that I recommend…

Meeting with an Advisor: Be Prepared

When we go to the doctor, we are all used to hearing those basic questions that they start their check-ups…

Seven Questions to Ask Before Investing

We have all heard of the seven deadly sins, things that you should never do or you risk the harshest…

This Year Resolve to be Realistic in Your Financial Resolutions

Anyone who goes to the gym knows the pain of searching for a spot in the parking lot at the…

What to look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Apps That Help Achieve Goals

The gap between setting goals and achieving them can be difficult to bridge. To enhance the chances of achieving personal…

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.