Enjoy the Journey – Facing Financial Realities and Reducing Negativity

One of the main objectives of all my business activities is to provide positive discussions around money. I hope I can play a role in helping people make solid financial decisions and plan for a successful future. There are a lot of big ticket items to think about in life, and the idea of managing …

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Marriage Compatibility – Make Sure Money is Part of the Discussion

Marriage compatibility is very important in our culture. Americans strongly believe that love is the main foundation of a good marriage. When you think of love, you probably think of the romantic ideal of marriage. While love is a vital quality in any good relationship, there are so many other factors that truly lead to …

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Money Matters – Why Everyone is a Financial Planner

What do you think of when you hear the term “wealth planning”? Do you think of your own personal finances? Many people hear the term wealth planning and immediately think about the “Lifestyles of the Rich and Famous”. You might imagine exotic locations filled with yachts, luxury cars and mansions. When discussing money matters, you …

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Money Beliefs – Women and the Stigma Around Financial Topics

Discussion around money beliefs and important financial topics are essential to success. Unfortunately, there is such a stigma in our society towards talking about money that most people avoid the subject. A large percentage of the population struggle to become financially literate.¬† With the majority of Americans struggling to keep up with the cost of …

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Financially Literate – Building Knowledge For a Lifetime

Do you consider yourself financially literate? It is a very important question for all of us. Financial education is lacking in our society. Even in close knit families, people have trouble talking about money and financial issues. There has been an increase in activity in recent years to help fill this important gap. The Council …

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Portfolio Strategies – Building a Lifetime of Disciplined Investing

What comes to mind when you think of the word discipline? If you are like me, you might think back to your childhood and remember the occasional “time out” from your parents! Your appreciation for discipline grows as you venture into adulthood. As you mature, you understand that discipline is a necessary part of life. …

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Right Path : Partnering for a Lifetime of Financial Fitness

One of my favorite poems is “The Road Not Taken” by Robert Frost. It is one of the most celebrated works in American literature. Like so many great poems, one of the outstanding features are the many¬†different interpretations that exist. I believe that one of the great joys of literature is finding personal meaning in …

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