How to Find the Right Financial Advisor
I can’t talk about holistic planning, without mentioning how to find the right advisor. Let me start by saying that there are a lot of great advisors that I trust…
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Reader Question: What Is Holistic Financial Planning?
I was recently interviewing prospective clients, and one of the gentlemen asked a question about a phrase I used – “holistic financial planning.” It’s a great concept that everyone should… -
How to Financially Prepare for Adoption
For National Adoption Month, I’ve covered the importance of adoption and how the process works. But I couldn’t leave the topic without exploring one of the most important parts of… -
Five Things You Need to Know When Preparing to Adopt
I have to admit. I was a little hesitant to write about adoption. I don’t have any experience with it, nor do I really want to pursue it. However, it’s… -
Happy National Adoption Month!
For the past 20 years, November has been recognized as National Adoption Month. The month is used to promote awareness of the need for adoptive families for children in foster… -
Five Situations When It Pays to Get Married
In all of this talk about inequality and discrimination, I wanted to highlight how marriage equality has recently helped level the playing field. The right to marry the person you… -
Debunking the “Rich Gay” Myth
Over the weekend, a friend tweeted me about an interesting website called Gay Money: The Truth About Lesbian and Gay Economics. It purports to summarize “all the research on lesbian… -
Three Important Money Conversations To Have Before You Get Married
On Tuesday, I offered some practical tips when planning your wedding. But before your big day, it’s also essential to prepare for your financial future as a couple. The most… -
Practical Tips For Planning Your Wedding
Ben and I had friends over for dinner on Saturday, and one of the topics of conversation during the evening was their upcoming wedding. They have been together for six… -
Three Things You Should Do Before You Forget About Your Taxes for the Year
Another tax season in the books. If you’re like me, you take a huge sigh of relief when tax season is over. Both deadlines create an enormous amount of stress… -
Last-Minute Tips for Thursday’s Tax Deadline
The deadline is here! Thursday is the last day to file your 2014 tax return. We have our final push in the office this week, with clients feverishly trying to… -
Three Important Considerations When Planning for Retirement as a Married Couple
On Tuesday I mentioned that married couples have a distinct advantage when it comes to saving for retirement. Yet most couples I meet with haven’t maximized their opportunities because they… -
Determining How Much to Save For Retirement
I love advising sessions with clients. Recently, I’ve had few with couples that have had the same issue: how to plan for retirement with a spouse. The couples that I…