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…
The oral arguments this week in Obergefell v. Hodges caused me to reflect on the importance of marriage equality. As the lawyers for the plaintiffs argued, the right to marry…
Happy Monday! Nothing better than starting off the week celebrating a birthday. My blog is a year old! I can’t believe it’s been a year since first putting myself out…
You may have noticed last week that most of my posts were about you and your money, rather than about you, your relationship, and your money. While this blog focuses…
Write What You Know When I was an English Writing major in college, one of the hardest lessons to learn was “finding my voice” as a writer. My professors stressed…