Financial Planning Tips & Resources

The Certified Financial Planner Board has recently released a public awareness campaign about the importance of working with a CFP® more

My friend Carl Richards produces great drawings that get right at the heart of the financial issues we all face. more

From the moment I heard about Muhammad Yunus, I was blown away. A professor of economics in Bangladesh, he started more

Seth Godin’s blog post today is about the Economies of Small, and as usual he hits it out of the more

I regularly meet people and hear from them that they would love to work with a financial planner, but they more

I snapped this picture earlier this week when walking to teach my class. A bank of ATMs are set up. more

I recently contributed to a piece for the Financial Planning Association’s consumer website on the topic of crafting a disaster more

I’m guessing you may have never heard the term “Memory Insurance.” It’s not really a product, or at least we more

I was having a recent conversation on Twitter with my good friend Michael Kitces (@MichaelKitces). We were discussing the benefit more

Nearly every client I meet with says some form of the following statement in our first meeting. “We should be more