Blog
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Why Young People Need Financial Advisors
I recently read an article by Bruce Horovitz in the Washington Post about picking a financial advisor that really caught my interest. I agreed with a lot of it, especially… -
Haven’t Filed Your Taxes Yet? Don’t worry. You Still Have Options.
The first tax deadline is less than two weeks away. And even with an extra three days until April 18th, I know some of you are scrambling to get your… -
Do You Have the Right Types of Insurance?
I know that the title of this post already has some of your eyes glazing over. Insurance is the type of thing that most ignore until they really need it.… -
How to Navigate Filing Your First Joint Income Tax Return
It’s that time of the year again. The tax deadline is a little less than a month away Remember that the deadline is April 18th this year because April 15th… -
Five Essential Questions to Ask When Planning Your Retirement
Many of the most common questions that I get from young, married couples concern how to save for retirement. Saving for retirement, like getting married, seems like an adult thing… -
We’re engaged! Now What?
The past year has been an incredible time for gay and lesbian couples. Marriage equality has brought a wide array of possibilities that were once unimaginable to many of us.… -
I’m Back!
Hey all! I know it’s been a while since I last wrote. I had to do some offline business stuff in order to better serve you in the future. Now… -
The Other Benefit of Giving
On Tuesday, I highlighted three things to consider when giving to charity. Obviously giving to charities provides a benefit in and of itself. But, you may receive an additional financial… -
Three Crucial Considerations for Giving Tuesday
I hope you all had a wonderful Thanksgiving. We are in the thick of the holiday season. You’ve gotten through Black Friday and Cyber Monday, now it’s time for Giving… -
Gratitude Journal: Thanksgiving Edition
It’s that time of year again! I can’t believe Thanksgiving week and the frenzied holiday season are here already. I’ve highlighted how gratitude can help improve many aspects of you… -
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… -
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…