Are Your Choices by Design or by Default?
August 13, 2012
In a recent meeting with a client, they mentioned an expense that they were paying every month for a service they weren’t using. I can relate
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In a recent meeting with a client, they mentioned an expense that they were paying every month for a service they weren’t using. I can relate
I was sitting at dinner last night with my wife and daughter, who is really into singing “Row, Row, Row Your Boat” lately. As we sang
The first time I meet with a new or prospective client, they say at some point in the meeting that they’re not where they thought they
If you’re like me, you’ve spent most of the morning watching the coverage of the tragedy at the theater in Colorado. It’s sad to know that
I was speaking with one of my mentors yesterday afternoon, about something that I was frustrated wasn’t happening quickly enough for my preferences. She reminded me
[This post is part of the Financial Rules of Thumb series. Check out the rest here!] Today’s rule of thumb is: “100 minus your age equals the allocation you
The above is a great quote from Seth Godin’s Blog today. He references the work of architects and how it doesn’t matter how beautiful the plans
I’ve recently had issues with a few different clients recently who have inherited IRAs and are not clear on the rules surrounding them. Here are a
We’ve all seen the news about the Times-Picayune no longer publishing on a daily basis, and the reduction in staff that will certainly follow such an
I think we’d all admit that making mistakes is a part of life. Yet, we seem to think that we should never make mistakes when it
Think about that for just a second. How much of your money do you actually see? In your hands? In your wallet? If I had to
“If you want to live a happy life, tie it to a goal, not to people or things.” — Albert Einstein I love quotes. Great quotes
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ALASKA
310 K Street
Suite 405
Anchorage, AK 99501
CHICAGO
303 West Erie Street
Suite 311
Chicago, IL 60654
FRESNO
7055 N Maple Ave
Suite 108
Fresno, CA 93720
NEW ORLEANS
1521 Washington Ave.
Suite B
New Orleans, LA 70115
QUAD CITIES
1615 Fifth Avenue
Moline, Illinois 61265
TWIN CITIES
800 N Washington Ave.
Suite 701
Minneapolis, MN 55401
IOWA CITY
136 S Dubuque St,
Iowa City, IA 52240
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