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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Financial Planning For Women – Meeting Your Unique Requirements

The financial needs of women deserve special attention.  Women have made remarkable strides personally and professionally in recent decades.  Women now control more than half of the wealth in the United States. The data also indicates that number will grow to nearly 2/3 in the next decade. The evidence clearly shows that financial planning for …

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Senior Care, Financial Fitness, and the Sandwich Generation

The financial burdens that many middle-aged Americans face are certainly daunting. With an aging population that is living longer and more young adults struggling to make ends meet, the generation in the middle feels the economic pinch. More older people require senior care and other professional assistance. This phenomenon is certainly not new. Back in …

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