A strategic plan is a compass for business. It gives direction, helps organizations make good decisions, and supports balance. Typically, it involves collaboration and helps employees confidently say yes or…

Home refinancing should not be based solely on an interest rate, nor driven by the prospect of an early pay-off alone. For many homeowners, not a week passes without this…

Why do lots of kids think that money grows on trees? Why do some want everything they see? Why are retailers’ shelves at just the right level to annoy me,…

April 15 will be here oh-too-soon, so following are some tips I've gathered through the years. Evaluate and update your deductions. With health insurance premiums soaring and incomes unchanging or…

There's no magic formula to secure funds for your children's college education, so be proactive, start early, and explore all the opportunities. Typical funding options are loans, savings plans, and…

What in the world am I going to do now? It's one of the first questions asked when a recently widowed spouse is referred to my practice. Cash flow analysis…

We all know a good marriage takes work. It’s also based on realistic expectations. The same principles apply to finances. Though it takes some effort, a couple’s expectations and communication…

Financial pressures loom like storm clouds over young parents: job insecurity, reduced home values, rising costs associated with education and college tuitions for our children, and more. These issues not…

Quite often in my practice I save people - from themselves. Because information is readily available, consumers are enticed by today's highest rated stocks, best venture capital deals, and newest…

So many changes have occurred in the last decade in response to our country's economic circumstances - some good and some bad - making it difficult for consumers to know…