Start Your Travel Rewards Planning Now
Ahhh…September. Labor Day marks the unofficial end of summer. The kids get back to school. The weather begins to change. And we gear up for the holidays. While summer vacation…
Category: Fundamentals
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What Do Financial Advisors Actually Do?
This article first appeared on Forbes.com What do I do for clients? I’ve run into this question a lot lately, and I understand why it comes up. The term “financial advisor” can mean lots of different things—different… -
So What Do You Do?
This weekend on Forbes.com, I’m adding to my series on what financial advisors actually do. So this week I’m reposting one of my favorites on this topic. Next week, I’ll… -
7 Tasks to Start Your Business Right
Have you ever dreamed of owning your own business? It’s a fantastic adventure, full of extreme highs and lows. But for me, it’s worth the emotional rollercoaster. How else can… -
Six Practical Tips for Your Wedding
Last week, we talked about one of the most contentious issues surrounding marriage: whether to use a prenup. Now let’s talk about happier subjects — planning the wedding itself —… -
How To Get Control Of Your Spending Without Tracking Every Penny
This post first appeared on Forbes.com You know you shouldn’t spend more than you make. You may feel intuitively that you’re wasting a lot of money on inessentials. Yet the… -
Making the Most Out of Your Summer Spending
Ah, warm weather! You see short sleeves everywhere. Restaurants are putting out patio furniture and opening windows. Crowds of people are out enjoying the sights, especially here in Chicago. Summer… -
People of Color Transforming the Financial Planning Industry
I was so glad to hear from many of you regarding my piece on the Racial Wealth Gap. Most of you were as surprised that the problem was as bad… -
The Racial Wealth Gap: Addressing America’s Most Pressing Epidemic
This article first appeared on Forbes.com As we celebrate Black History Month, we can take pride in the progress we’ve made while also acknowledging how far we have to go. One troubling sign of the work… -
Profiles in Black History: My Inspirations
Happy Black History Month! This month we celebrate triumphs, sacrifices and struggles of leaders in the black community. I’m inspired by their talent, dedication and hard work, and I’m grateful… -
Your 2018 Financial Checklist
I’m a huge fan of checklists when it comes to accomplishing your goals. They offer clear guidance on what you need to do to achieve your goals and provide motivation… -
7 Common Questions About Emergency Funds
Layoffs, medical emergencies, unexpected home or car repairs — life has a way of throwing expensive surprises at us. You never know what’s around the corner, so it makes sense… -
Adopting the Bucket Budget
What was your New Year’s Resolution? Losing five pounds? Cutting down on the alcohol? Reading more books? Or did you decide to get your budget under control? I can’t help…