How to Make the Most Out of Your Charitable Giving
In the wake of the Orlando shooting, there has been an outpouring of support both in terms of money and time. These actions show us the good that still exists…
Category: Fundamentals
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Getting the Most Out of Your Summer Spending
It’s that time of year. Short-sleeve shirts become everyday wear. Restaurants put out their patio furniture and open up their windows. And you see crowds of people out enjoying the… -
The Most Important Part of Your Financial Plan
Since becoming a RIA, I’ve had the opportunity to create more comprehensive financial plans for clients. Through that process, I’ve been able to see what people find most valuable about… -
Five Things That You Should Do Right After You File Your Tax Return
The passing of the first tax return deadline brings a huge sense of relief. The scramble to get your documents in order and rushing to get everything done really takes… -
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… -
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… -
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… -
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… -
Five Lessons From My First Two Years of Blogging
I can guarantee that you’ve seen this title or something similar before. So sorry for not being original today. But these types of posts are some of my favorites because…