Marriage isn’t for everyone. A friend told me recently that he wants his life “to be a frustration of capitalism,” and he believes that marriage is foundation of that capitalism.…
Can you feel the excitement? The momentum for marriage equality is stronger than ever thanks to recent wins in Ireland and Mexico. The United States Supreme Court should deliver its…
One of my proudest moments as an advisor came before I knew that I wanted to be one. And I can’t talk about insurance without telling the story that served…
Insurance isn’t the sexiest topic to discuss. Most of the time, reading about personal finance involves articles on budgeting, paying off debt, or investing. But insurance plays an important role…
So you want to budget. In fact, you know you need to budget. But you don’t have the discipline and/or desire to track all of your expenses. What do you…
This probably doesn’t surprise you: I keep an extremely detailed budget. I track every penny and have for over a decade. I get a little on edge if I miss…
I’ve been a bit nostalgic this week. My family reunion over the long weekend reminded me of just how fast time flies. Then yesterday, the primary tax preparer at our…
My friends and coworkers like to joke that I hate kids. They tease me because whenever anyone asks if Ben and I are going to have children, the answer is…
My friend’s experience purchasing life insurance really struck a nerve with me. It seems very deceptive to 1) compare the returns of a taxable account with a tax-deferred account when…
I had an experience last week that helped solidify my stance in the permanent versus term insurance debate. One of my friends was getting a new life insurance policy. She…