Financial Planning Tips & Resources

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

InvestmentNews devoted a section of this week’s magazine to advisors “breaking away” and starting their own firms. I was quoted more

Often, we see in advertisements a company talking about the benefits of its hand-crafted product. There are handcrafted items from more

Hi everybody, below is a press release from WiserAdvisor. They’re a service that matches advisors and clients, and I’m proud more

I was recently quoted by Sheryl Nance-Nash of DailyFinance, an AOL Money & Finance Site about the value of prepaid more

I was recently interviewed by the Financial Planning Assocation for their consumer website, on the topic of helping new couples more

The old saying is â€œcash is kingâ€. A reporter recently asked me if this was still true, given all of more

Several stories broke today showing that 27% of homes in America are worth less than the amount that is owed more

Merging your money as you merge your lives can be rough. You’ve been making your own decisions and now there’s more