A New Orleans-based wealth planning firm is the latest partner to merge with The Planning Center Inc., headquartered in downtown Moline. by Jennifer DeWitt of QCTimes
I was on a flight to Chicago recently that was projected to be smooth skies from beginning to end. About halfway through the flight we encountered
Everybody on my email list got this earlier today, if you would like to sign up for emails from us (newsletters are monthly unless there’s big
For years, we’ve been talking to clients as an industry about the need to save. Put money into your 401k, contribute to your IRAs, and one
(Today’s post comes from a concept in Shawn Achor’s excellent book The Happiness Advantage – I highly recommend it as the principles are applicable across so
In our work with Entrepreneurs and Physicians, issues of asset protection always come up. We understand the rules associated and work with clients alongside their legal
I’m very excited to have my first piece run for Money Magazine’s new website Money.com, about balancing spending now and saving for the future. This is
I’ve recently had a few clients and children of retired clients ask me questions about paying off their student loans early, so I thought a blog
When I work with families, they tend to share a few characteristics – They’re incredibly bright, which makes them good at seeing lots of possibilities in
I love complex processes. I really do. There’s just something about the intricacies of a large spreadsheet that can really get my brain going, and I
I often find when I talk to clients, they’re frustrated with a specific financial trait that their partner has. Lately I’ve been saying something different to
I seem to be having conversations with clients daily about cash. We talk about how little they spend in cash anymore, the pennies in interest they
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